Advisor at Atlas Wealth Management, LLC
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
Atlas Wealth Management, LLC
Location
Cave Creek, AZ
Credentials
Series 65
Industry experience
13 years
About
Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.
Client services
Based on Atlas Wealth Management, LLC
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Based on Atlas Wealth Management, LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Tax strategies for small businesses
Fee options
$0+: 0.5% annually (minimum) +: up to 2.0% annually (maximum)
Up to $275/hour for financial planning and consulting
Fee-only: Financial planning hourly fees up to $275/hour
Location
Cave Creek, AZ
Most active in
Ronald L has reported serving >5 clients in these states in the last 12 months.
Arizona · Delaware · Pennsylvania
Work history
Atlas Wealth Management, LLC
2012 - Present (14 years)
MajesticTrader.com LLC
2010 - Present (16 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Dale S
CFP®
Scottsdale, AZ
Life Moves Wealth Management
Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.
Seth M
Series 66
Glendale, AZ
McBee Advisors, Inc.
Roger B
Series 63, Series 65, Series 66
Scottsdale, AZ
Pinnacle Peak Wealth Management
William L
Series 65
Cave Creek, AZ
Mount Financial Freedom
Gregg T
Series 65
Scottsdale, AZ
Big Cedar Investment Advisors
David W
Series 63, Series 65
Phoenix, AZ
Walsvick Wealth Management
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