Advisor at Selective Wealth Management, 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
Selective Wealth Management, Inc.
Location
Forest, VA 24551
Credentials
CFP®, Series 65
Industry experience
8 years
Marjun Tare is a CFP® and holds a Series 65 license, with eight years of industry experience. She has been with Selective Wealth Management, Inc. since 2017 and previously worked at Liberty University from 2015 to 2017. Selective Wealth Management, Inc. serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, offers discretionary investment supervisory services, and maintains seven offices, which is notable for its size and structure.
Based on Selective Wealth Management, Inc.
One-time fixed fee for stand-alone financial planning; retainer up to $1,200 possible
1.25% Annually
Negotiable for qualified institutional clients; generally not charged
Account minimum: $1,000,000
1149 Vista Park Drive, Unit D
Forest, VA 24551
North Carolina · Texas · Virginia
Selective Wealth Management
2017 - Present (9 years)
Selective Wealth Management
2017 - 2017 (1 year)
Liberty University
2015 - 2017 (2 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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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®
Lynchburg, VA
Lynchburg Wealth Management
Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
Series 66
Lynchburg, VA
Servus Capital Management
Series 63, Series 65, Series 66
Lynchburg, VA
Advanta Wealth Management
ChFC®, Series 63, Series 65
Lynchburg, VA
Wood Creek Capital Advisors, LLC
Series 65, Series 66
Forest, VA
Bison Creek Wealth Management LLC
Series 66
Lynchburg, VA
Wood Creek Capital Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")