Advisor at WELLth Advisory 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
WELLth Advisory Services, LLC
Location
Linwood, NC
Credentials
Series 63, Series 65
Industry experience
22 years
Fixed financial planning fees generally range from $250 to $30,000, typically paid 50% in advance and balance upon completion.
$0 - $1,000,000: 2.0% annually $1,001,000 - $2,000,000: 1.5% annually $2,000,001+: 1.0% annually
Certain investment adviser representatives are dually registered and may earn commissions on securities sales outside advisory accounts.
Hourly financial planning fees generally $250/hour.
Fee-only: Hourly fees for financial planning generally $250/hour. Fixed fees for financial planning generally range from $250 to $30,000.
WELLth Advisory Services, LLC
2024 - Present (2 years)
Global Retirement Partners, LLC
2020 - 2024 (4 years)
Kestra Financial Services, Inc.
2016 - 2020 (4 years)
NFP Advisor Services, LLC
2015 - 2016 (1 year)
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Series 66
Lexington, NC
Edward Jones
ChFC®, Series 66
Thomasville, NC
Edward Jones
Series 63, Series 66
Lexington, NC
Edward Jones
Series 66
Lexington, NC
Edward Jones
CFP®, Series 63, Series 66
Lexington, NC
Edward Jones
CFP®, Series 63, Series 66
Thomasville, NC
Edward Jones
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