Advisor at Advanced Financial Strategists 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
Advanced Financial Strategists Inc
Location
Yulee, FL
Credentials
Series 63, Series 65
Industry experience
21 years
Based on Advanced Financial Strategists Inc
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
Fee-only: Fees calculated as a percentage of assets under management, billed quarterly in arrears; no commissions or 12b-1 fees accepted.
Yulee, FL
Georgia
Advanced Financial Strategists, Inc.
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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 66
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Series 63, Series 65
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The Commonwealth Group LLC
Series 63, Series 65
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Ministry Partners Securities, LLC
Series 63, Series 65
Saint Marys, GA
Thayer Partners LLC
CFP®, Series 63, Series 66
Fernandina Beach, FL
Ullmann Wealth Partners
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