Razvan Mirica
Advisor at Mirica Wealth
Updated today
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
Mirica Wealth
Location
Hanover, NH
Credentials
Series 65, Series 66
Industry experience
20 years
About
Razvan Mirica is the principal of Mirica Wealth with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Flagship Harbor Advisors and LPL Financial. Since 2018, he has led Mirica Wealth Management LLC as its sole advisor. Mirica Wealth serves individuals, families—including high-net-worth clients—corporations, and charitable organizations, offering financial planning, subscription-based ongoing planning, and discretionary portfolio management. The firm emphasizes passive investment management using index mutual funds and ETFs, supplemented by various analytical methods and periodic due diligence on recommended outside managers.
Client services
Based on Mirica Wealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Mirica Wealth
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
Comprehensive Financial Planning: Upfront $450 plus $75 to $200 per month ongoing fee
$0 - Not explicitly stated, but implied tiered levels in Appendix 1: Tiered fees based on asset levels, exact tiers not detailed in brochure Not stated+: Up to 2.0% maximum total annual fees including outside manager fees
Location
Hanover, NH
Most active in
Razvan M has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Work history
Mirica Wealth Management LLC
2018 - Present (8 years)
Flagship Harbor Advisors, LLC
2015 - 2018 (3 years)
LPL Financial
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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