Advisor at The Financial Advisory Group
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Firm
The Financial Advisory Group
Location
York, PA 17403
Credentials
CFP®, Series 66
Industry experience
9 years
Mary Winand is a CFP® with nine years of experience in financial advising. She is currently with The Financial Advisory Group, where she has worked since 2016, and also holds the Series 66 designation. Prior to her advisory career, she worked at York College of Pennsylvania and Uncle Jim's Worm Farm. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive and segmented plans that address areas such as asset/liability analysis, tax and estate considerations, retirement and education planning, and cash flow management. The firm emphasizes planning and consulting services rather than portfolio management and does not take discretionary control or custody of client funds.
Based on The Financial Advisory Group
Fixed fees for financial planning services: Cash Flow Plan $2,000; Retirement Plan $4,000; Comprehensive Plan $6,000
$300 per hour for Certified Financial Planner Practitioner; $100 per hour for staff
Account minimum: $3,500 minimum for annual retainer for comprehensive financial plan Minimum fee: Minimum annual retainer fee of $3,500 for a comprehensive financial plan Fee-only: Financial planning fees based on fixed fees: $2,000 for Cash Flow Plan, $4,000 for Retirement Plan, $6,000 for Comprehensive Plan. Hourly fees also offered: $300 per hour for CFP practitioner, $100 per hour for staff.
45 Wyntre Brooke Drive
York, PA 17403
Maryland · Pennsylvania · Texas
The Financial Advisory Group
2022 - Present (4 years)
The Financial Advisory Group
2016 - Present (10 years)
LPL Financial, LLC
2016 - Present (10 years)
Financial Advisory Group
2016 - 2016 (1 year)
York College of Pennsylvania
2014 - 2016 (2 years)
Uncle Jim's Worm Farm
2014 - 2016 (2 years)
Hampton Inn
2011 - 2016 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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