Advisor at Financial Security Advisory Inc
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
Financial Security Advisory Inc
Location
Virginia Beach, VA 23452
Credentials
CFP®, Series 66
Industry experience
25 years
Enrique Tomeu is a CFP® professional with 25 years of experience in the financial advisory industry. He is affiliated with Financial Security Advisory Inc and has been leading Tomeu Wealth Management since 2005. His background includes long-term involvement in both wealth management and life and health insurance sales. Financial Security Advisory Inc serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with discretionary portfolio management and comprehensive financial planning. The firm focuses on asset allocation and a long-term buy-and-hold strategy, utilizing quantitative screening and qualitative due diligence to select funds and securities.
Based on Financial Security Advisory Inc
$0 - $249,999: 1.50% $250,000 - $999,999: 1.00% $1,000,000 - $9,999,999: 0.75% $10,000,000 - $20,000,000: 0.65% Above $20,000,000+: Negotiated
$150 per hour
Account minimum: $100,000 Fee-only: $150 per hour; anticipated fee between $1,500 and $2,500 for financial planning services
477 Viking Drive, Suite 305
Virginia Beach, VA 23452
California · Florida · Maryland · North Carolina · Pennsylvania · Virginia
Tomeu Wealth Management
2005 - Present (21 years)
Financial Security Mgmt, Inc.
2002 - Present (24 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.
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.
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.
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