Advisor at Confluence Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Confluence Financial Partners
Location
Cochranton, PA
Credentials
Series 63, Series 65
Industry experience
13 years
Financial Plan Reviews start at $5,000, fee varies by complexity and scope
0.20% to 1.50% annually (annualized fee rate range for Separately Managed Accounts, exact rate varies by account)
Account minimum: $100,000 for Managed Stock Portfolios; $250,000 for Separately Managed Account Services (can be waived at discretion); No minimum for Confluence Compass Services Minimum fee: $1,000 minimum annual fee for households with fees less than $1,000
Confluence Financial Partners
2024 - Present (2 years)
CETERA Advisor Networks LLC
2013 - 2024 (11 years)
CashDollar & Associates, LLC
2011 - 2024 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, RICP®
Meadville, PA
Brookhouse Advisors
At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.
CFP®, ChFC®, Series 63, Series 66
Franklin, PA
Edward Jones
Series 66
Franklin, PA
Edward Jones
Series 66
Meadville, PA
Edward Jones
Series 66
Meadville, PA
Edward Jones
Series 66
Conneaut Lake, PA
Edward Jones
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