Advisor at Independent Advisor Alliance, llc
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
Independent Advisor Alliance, llc
Location
Denver, NC
Credentials
Series 66
Industry experience
21 years
Bruce Putnam is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 21 years of industry experience. He has also been associated with LPL Financial since 2011 and worked at Cornerstone Financial Advisors from 2011 to 2018. Outside of advising, he has held roles related to fixed insurance and maintains a real estate license. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to manage client allocations.
Based on Independent Advisor Alliance, llc
Based on Independent Advisor Alliance, llc
Flat fee for financial planning typically ranges from $0 to $15,000 (negotiable); Wealth coaching fixed fees quarterly $250 to $10,000 (negotiable)
up to 2.00% annually (maximum, negotiable)
Hourly financial planning/consulting fees up to $500 per hour (negotiable)
Fee-only: Financial planning fees negotiated, hourly up to $500/hour, flat fee typically $0 to $15,000, wealth coaching quarterly fixed fees $250 to $10,000 (negotiable)
Denver, NC
North Carolina
Independent Advisor Alliance, LLC
2017 - Present (9 years)
LPL Financial
2011 - Present (15 years)
Cornerstone Financial Advisors
2011 - 2018 (7 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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®, ChFC®, Series 63
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Rooted Planning LLC
CFP®, Series 63
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Abundant Advisors, LLC
Series 63, Series 65
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Bulldog Asset Management, Inc.
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Leonard Wealth Management, LLC
CFP®
Mooresville, NC
Evergreen Wealth Services
Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
CFP®, CFA®
Huntersville, NC
Glass Lake Wealth Management
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