Advisor at Alpha Omega Wealth Management, LLC
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Firm
Alpha Omega Wealth Management, LLC
Location
Staunton, VA 24401
Credentials
CFA®, Series 66
Industry experience
18 years
Holly Ruff is a CFA® charterholder with 18 years of industry experience, currently serving at Alpha Omega Wealth Management, LLC. She previously worked at Diveley Lind & Associates for 11 years before joining Alpha Omega Investment Advisors in 2016. Outside of her advisory role, she is a member of Green Acres of Cherry Grove LLC, a family farm. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach includes tailored asset allocation, fundamental analysis, and the use of derivatives within separately managed accounts, alongside comprehensive household finance administration and multi-generation education.
Based on Alpha Omega Wealth Management, LLC
Based on Alpha Omega Wealth Management, LLC
Financial planning and consulting fixed fees generally range from $1,000 to $10,000; family office services fees may include fixed dollar amounts.
$150 to $250 per hour for financial planning and consulting services and family office services.
Fee-only: Negotiable fees between 0% and 1.50% annually based on assets under management for investment advisory services; financial planning fixed fees generally range from $1,000 to $10,000; hourly rates from $150 to $250; retirement plan consulting fees up to 0.85% of plan assets.
2815 North Augusta Street, Suite A
Staunton, VA 24401
Virginia
Alpha Omega Investment Advisors
2016 - Present (10 years)
Diveley Lind & Associates
2005 - 2016 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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, Series 65
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