Advisor at Connective Wealth Partners, 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
Connective Wealth Partners, LLC
Location
Sneads Ferry, NC
Credentials
Series 65
Industry experience
2 years
Joy Liu is a financial advisor with Connective Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, The Financial Gym, and Burns Group. She has also worked as a freelancer. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamentally based investment approach with a long-term orientation, constructing portfolios with ETFs, equities, bonds, and alternative investments while offering both full-service and stand-alone planning options.
Based on Connective Wealth Partners, LLC
Based on Connective Wealth Partners, LLC
Up to $25,000 per engagement for stand-alone financial planning services.
$0+: 0.50% annually +: up to 2.00% annually
Up to $175 per hour for financial planning services.
Ongoing financial planning fee ranging up to $175 per month.
Sneads Ferry, NC
North Carolina
Connective Wealth Partners, LLC
2025 - Present (1 year)
FG Advisory Services, LLC
2024 - 2025 (1 year)
The Financial Gym
2017 - 2025 (8 years)
Freelancer
2017 - 2017 (1 year)
Burns Group
2015 - 2017 (2 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.
CFP®, Series 63, Series 66
Sneads Ferry, NC
Atlas
Series 65
Hubert, NC
Selective Wealth Management, Inc.
Series 65
Holly Ridge, NC
Benefit Financial Services Group
Series 63, Series 65
Swansboro, NC
Credit Union Investment Services
Series 63, Series 66
Sneads Ferry, NC
Sanctuary Advisors, LLC
CFP®, ChFC®, Series 63, Series 65
Sneads Ferry, NC
Independent Financial Group, LLC
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