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Brandon Archibald

Advisor at The Ivy League Advisory Group, LLC

Updated today
The Ivy League Advisory Group, LLC logo

Firm

The Ivy League Advisory Group, LLC

Location

Tilton, NH 03276

Credentials

Series 63, Series 65

Industry experience

12 years

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning consulting flat fee $7,200 annually, billed monthly at $600

Percentage

$0+: up to 1.5% $0+: up to 2.0% for Vermont clients

Project-based

$300 per hour for additional financial planning consulting time

Other

Fee-only: Annual fees up to 1.5% for asset management, financial planning fee $7,200 annually, hourly consulting $300 per hour

Work history

The Ivy League Advisory Group, LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Sarah F

Series 66

Northfield, NH

Fidelity

Sarah Fitzwater is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has progressed through various roles within the company, starting as an Investment Solutions Representative I in 2021 and advancing to her current position. Her experience encompasses multiple levels of investment solutions representation, providing her with a comprehensive understanding of financial planning and client relations. Sarah holds insurance licenses in Arkansas and California, supporting her ability to address diverse client needs. Outside of her professional work, Sarah enjoys outdoor activities such as camping, gardening, hiking, kayaking, and traveling.

Wealth management

Mariah E

Series 63, Series 66

Loudon, NH

Fidelity

Mariah Elkins is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2020, progressing through various positions including Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience encompasses client relationship management and support within the financial services industry. Mariah holds insurance licenses in Arkansas and California. Outside of her professional role, Mariah has interests in golf, reading, skiing, surfing, tennis, and traveling.

General retirement planning Wealth management

Rebecca M

Series 63, Series 66

Webster, NH

Fidelity

Rebecca Moody is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She is committed to building trust-based relationships with clients to help them pursue their financial goals, address challenges, and implement financial plans effectively. Rebecca has experience in various positions at Fidelity Investments, including Investment Solutions Representative II - Fixed Income, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2021 to 2023. She holds a California Insurance License. Outside of her professional work, Rebecca's personal interests include golf, hiking, parenthood, pilates, snowboarding, and volunteering.

Wealth management

Jason P

Series 66

Laconia, NH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Maurice P

Series 63, Series 65, Series 66

Tilton, NH

MHP Asset Management

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Peter L

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

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