I provide my clients with reliable financial decision support, without conflict of interest, and always at the lowest cost possible.
General Information |
| Firm Start Year: | 2000 | |
| Name of Custodial Firm: | TD Ameritrade Institutional |
| Number of Years with Current Firm: | 21 |
| Work with the following types of clients: | Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning |
Services |
| Investment Types: | Bonds, Stocks, Annuities, Mutual Funds, Insurance, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Phone, Video Conference, Email |
Firm Information |
| Firm's Number of Clients: | 185 |
| Firm's Number of Planning Clients: | 185 |
| Firm's Number of Managed Clients: | 185 |
| Assets Managed by Firm: | $300,000,000 |
| Advisor's Number of Clients: | 185 |
| Advisor's Number of Managed Clients: | 185 |
| Advisor's Number of Planning Clients: | 185 |
| Assets Managed by Advisor: | $300,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Hourly, Flat Fee |
| Hourly Rate: | $265 |
| Minimum Fee Charged for Hourly Planning Accounts: | $530 |
Education |
| BS Geology | Virginia Tech
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| MBA (Finance) | George Mason University
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FAQs |
Do you have a customer satisfaction or refund policy?Yes. The quality of our service is guaranteed. |
What are your qualifications?BS from Virginia Tech, MBA from George Mason, CFP |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1886623/wiseradvisor-variplan,-llc-detailed-disclosure.html |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
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
| Check | Visa |
| MasterCard | American Express |
| Discover | |
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