Advisor at Axxcess Wealth Management, 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
Axxcess Wealth Management, LLC
Location
Beckley, WV 25801
Credentials
Series 63, Series 65
Industry experience
44 years
Fixed engagement fees for financial planning and consulting services, negotiable based on complexity
$0+: 0.15% to 2.00% annually (Wealth Management and Customized Portfolio Platform fees vary within this range based on tiered schedules and client factors) $0+: 0.08% to 1.25% annually (Sleeve Manager Strategy Services fees vary within this range based on tiered schedules and client factors)
$100 to $500 per hour for standalone financial planning and consulting services
Account minimum: Multiple tiered fee schedules are used, but no specific minimum account size is stated in the brochure. Fee-only: Hourly fees from $100 to $500 per hour; Fixed fees negotiable based on service complexity
Axxcess Wealth Management, LLC
2023 - Present (3 years)
WElls Fargo Clearing Services, LLC
2016 - 2023 (7 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 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
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.
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")