Advisor at WMS Wealth Planners
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.
Based on WMS Wealth Planners
Based on WMS Wealth Planners
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001 - negotiable: negotiable
Certain advisory representatives may offer insurance products under commission arrangements
Hourly fees may be charged but specific rates not stated
Account minimum: $500,000 Fee-only: Financial planning fees from $250 to $1,000 per month with a 12-month minimum commitment, subject to 3% annual increase plus adjustments for complexity
17 Brilliant Avenue, Suite 302
Pittsburgh, PA 15215
Pennsylvania
WMS Wealth Planners
2020 - Present (6 years)
Full Time Student
2018 - 2019 (1 year)
Aesthetic Skin and Laser Center
2017 - 2019 (2 years)
Unemployed
2016 - 2017 (1 year)
Expedient
2014 - 2016 (2 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.
Series 63
Pittsburgh, PA
A. Neff Associates LLC
Series 63, Series 65
Wexford, PA
Expert Financial Services, LLC
Series 66
Pittsburgh, PA
ClearPeak Capital Management
CFP®, Series 63, Series 65
Wexford, PA
Drazga Wealth Advisors, LLC
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
Series 66
Pittsburgh, PA
Solid Oak Advisory
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