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John Fiege

Advisor at Financial Solutions

Updated today

Location

Onancock, VA 23417

Credentials

CFP®, Series 65

Industry experience

23 years

About

John Fiege is a CFP® and Series 65 credentialed financial advisor with 23 years of experience, serving as the sole advisor at Financial Solutions since 2003. He operates an independent, fee-only advisory firm based in Onancock, VA. Financial Solutions provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and municipal clients. The firm employs a long-term strategic asset allocation approach using a blend of passive and active investments, and it offers a range of services including pension consulting, educational seminars, and tax-preparation support.

Client services

Based on Financial Solutions

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Financial Solutions

Cash flow / budgeting General tax planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Flat fee annual retainer agreement starting at $3,000 minimum, negotiable

Percentage

$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.8% $2,000,001 - $3,000,000: 0.7% $3,000,001 - $5,000,000: 0.5% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.25%

Project-based

Planner: $295 per hour (negotiable); Assistant: $85 per hour (negotiable); Tax Preparation: $175 per hour with $210 minimum fee

Other

Account minimum: $3,000 minimum annual fee for Annual Retainer agreements Minimum fee: Minimum Annual Fee of $3,000 with tiered AUM fees Fee-only: Flat fee annual retainer with minimum fee of $3,000 (negotiable)

Location

34 Market St., Po Box 277

Onancock, VA 23417

Most active in

Virginia

Work history

Financial Solutions

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Frank A

Series 63, Series 65, Series 66

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Investment Partners Asset Management

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing
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Christopher D

Series 63

Onancock, VA

Kingswood Wealth Advisors, LLC

Christopher Doyle is a financial advisor at Kingswood Wealth Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has worked at Kingswood Capital Partners, Benchmark Investments, Benchmark Advisory Services, and Securities America. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to clients' goals and risk tolerance while providing portfolio management, third-party manager oversight, and consulting services.

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Brian E

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Accomac, VA

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Glen T

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Glen Tyler is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Kestra Financial, SunTrust Advisory Services, and SunTrust Investment Services. Tyler serves as a commissioner on the Accomack County Planning Commission. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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Jeremy M

Series 66

Onley, VA

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Jeremy Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2011, with a three-year period at Kestra Investment Services, LLC between 2016 and 2019. Outside of his advisory role, he serves as a girls high school lacrosse official. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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