Advisor at ValueWealth Services, 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
ValueWealth Services, LLC
Location
Winchester, TN
Credentials
Series 65
Industry experience
10 years
Financial planning fixed fees up to $5,000; may charge flat fees for client and portfolio consultation
Maximum annual fee 1.95%, negotiable, paid monthly or quarterly in advance
Receives compensation from sales charges or service fees from sales of annuities
Hourly financial planning/consultation fees from $150 to $500 per hour
Fee-only: Financial planning and consultation fees up to $5,000 fixed fee and/or $150 to $500 hourly rate, negotiable
ValueWealth Services
2025 - Present (1 year)
Dempsey Lord Smith, LLC
2022 - 2025 (3 years)
Optimal Sante GA, LLC
2020 - 2023 (3 years)
Cosey Financial Services
2009 - 2021 (12 years)
Joseph Financial Services
2002 - 2021 (19 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.
CFP®, Series 63, Series 66
Winchester, TN
Edward Jones
Series 63
Tullahoma, TN
Financial Management Advisors, Inc.
Series 66
Tullahoma, TN
Financial Management Advisors, Inc.
Series 65
Tullahoma, TN
Ashdon Investment Management, LLC
Series 63, Series 65
Tullahoma, TN
Aurelius Family Office, LLC
Series 63, Series 66
Tullahoma, TN
Sound Income Strategies, LLC
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