Advisor at Longview Wealth Management
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Firm
Longview Wealth Management
Location
Atlanta, GA 30342
Credentials
CFP®, Series 63
Industry experience
43 years
Kris Dwyer is a CFP® with 43 years of industry experience and is affiliated with LongView Wealth Management in Atlanta, GA. He has worked at LongView Wealth Management since 2005 and previously spent 15 years at Cambridge Investment Research, Inc. Dwyer also serves as the stewardship chair for Inman Park United Methodist Church. LongView Wealth Management serves individuals, including high-net-worth clients, as well as pension and business clients, providing portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm employs a combination of economic, fundamental, and technical analysis and utilizes various investment vehicles through multiple program structures and custodians.
Based on Longview Wealth Management
Based on Longview Wealth Management
Flat fee for asset allocation services up to $15,000; divorcing planning retainer generally $2,500
$0 - $100,000: 1.75% $100,000 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.20% $1,000,000+: 1.00%
Commissions earned through insurance products and broker/dealer activities if clients purchase through advisory representatives in those capacities
Divorce planning consulting hourly rates up to $400 for advisory representative services and $150 for administrative time; financial planning hourly fees up to $500 per hour
Minimum fee: Minimum fees are $1,000 for inclusive planning and $500 for limited areas of concern Fee-only: Initial and/or periodic financial planning fees ranging from $1,000 to $15,000; hourly planning fees up to $500 per hour
5605 Glenridge Drive Suite 300
Atlanta, GA 30342
Georgia
M. S. Howells & Co
2023 - 2024 (1 year)
Cambridge investment Research, Inc
2007 - 2022 (15 years)
LongView Wealth Management
2005 - Present (21 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
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Broker-dealer / trader
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Is not active or affiliated with:
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
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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.
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