Fonville Wealth Management | Financial Advisor in Glen Allen ,VA

4870 Sadler Rd
Suite 300
Glen Allen, VA 23060

Personal CFO to Successful Individuals and their Families


About

Some wealth management firms go back 100 years. We go
100 years forward. Our clients experience something
rare and wonderful. It?s a direct result of our
forward-thinking business model. As your financial
advisor, we
tie your investment plan to your overall life plan. Not
only can we provide you with guidance, counseling,
monitoring, and discipline, we can be a valued catalyst
to encourage you to plan ahead for the expected
and unexpected.

You will benefit by receiving 100% objective and
independent advice. As a fee-only financial advisor, we
do not accept commissions, product incentives, or any
third-party payments. This is different from other
financial advisors who may receive hidden third party
payments based on the products they sell. This
better aligns our interests with yours.

Unlike major brokerage firms, we limit our client base
to no more than 50 families per financial advisor.
As a result, you can expects the highest level of
service. We are proud of the fact that we have never
lost a wealth management client for any reason. Not
one.

We know that trust is the most important part of a
relationship. This is why we offer a no-questions asked
money back guarantee. If you do not love the work we do
for you, just let us know within the first 6
months, and we will gladly refund every penny in
investment management fees that you have paid Fonville
Wealth Management.

11 Years of Experience



General Information
Firm Start Year:   2010
No.of Employees:   1
Insurance License#:   N/A
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   Charles Schwab
States Licensed in:   VA
Number of Years with Current Firm:   5
Work Experience:   -President of Fonville Wealth Management, LLC
-Developed financial plans for individual
investors
while working at Wells Fargo Advisors.
-Trained and consulted thousands of Financial
Advisors on
improving and implementing comprehensive financial
plans for
individual investors at Wachovia Securities
-Private Wealth Advisor at BB & T Bank
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services
Investment Types:   Mutual Funds , Bonds , Stocks , Commodities , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , Via phone , At my office , At your home , At your office


Qualifications & Memberships
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Greater Richmond Better Business Bureau


Firm Information
Firm's Number of Clients:   >30
Firm's Number of Planning Clients:   >30
Firm's Number of Managed Clients:   >30
Assets Managed by Firm:   10,000,000


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Hourly , Flat Fee , Based on Assets



FAQs

  • Do you have a customer satisfaction or refund policy? We stand behind our work with a no-questions asked money back guarantee. If you do not love the work we do for you, just let us know within the first 90 days, and we will gladly refund every penny in fees that you have paid us. No questions asked. Visit http://www.fonvillewealth.com/our-advantage.html to learn about all of our benefits.
  • What are your qualifications? What is your education background? See more here: http://www.fonvillewealth.com/our-team.html
  • What is your approach to financial planning? Learn more here: http://www.fonvillewealth.com/wealth-management.html
  • What services do you offer? We offer financial planning services including retirement income planning, investment management, 401k rollovers, estate planning, and financial goals planning covering most aspects of your financial life.
  • How many clients do you currently manage? We have set a maximum client base of 100 clients in order to make sure that we are always able to provide our clients with superior service. Once we achieve that maximum client base we will no longer accept new clients as we believe this model serves in the best interest of our clients. As of 10.31.2012, we have 20 clients.
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DISCLOSURE


DISCLAIMER

Fonville Wealth Management, LLC is a registered investment advisor in the state of Virginia.

Katherine Fonville

Katherine Fonville

Communities Served

VA NC
MD DC
PA MA
SC GA
FL DE
NY TN
AL KY

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 4:00 PM

Compensation Arrangements

Check