Advisor at Strathmore Capital Advisors
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
Strathmore Capital Advisors
Location
Glen Allen, VA 23059
Credentials
CFP®, CFA®
Industry experience
25 years
Based on Strathmore Capital Advisors
Based on Strathmore Capital Advisors
$0 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Monthly subscription fee paid to Wealthtender for advertising and lead-generation purposes (amount not specified)
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $4,000 for new advisory relationships; minimum annual fee of $2,000 for endowments and participant-directed qualified retirement plans; minimum annual fee of $500 for tax preparation and consulting services Fee-only: Portfolio management and financial planning for one all-inclusive fee; separate fees for tax preparation and consulting services
5231 Hickory Park Drive, Suite A
Glen Allen, VA 23059
Texas · Virginia
Strathmore Capital Advisors
2025 - Present (1 year)
Summit Financial Partners, Inc. (FKA Summit Financial Planning)
1999 - 2025 (26 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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 66
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
CFP®
Richmond, VA
Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
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