Advisor at Reliable Alliance Financial
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Firm
Reliable Alliance Financial
Location
Fairfax, VA 22030
Credentials
CFP®, Series 66
Industry experience
18 years
Wan Mccormick is a CFP®-certified financial advisor with 18 years of industry experience. He has been the principal of Reliable Alliance Financial since 2014. Outside of his advisory role, he serves as a business consultant for a family business, dedicating up to 50% of his time monthly to this activity. Reliable Alliance Financial provides financial planning and education to individuals and small businesses through modular engagements, hourly consultations, and educational workshops. The firm’s approach is tailored to client goals and risk tolerance, emphasizing diversified, tax-aware investments without managing client assets or exercising discretionary authority.
Based on Reliable Alliance Financial
Based on Reliable Alliance Financial
Holistic financial planning assessed as a project fee starting from $900, paid typically in 6 monthly installments after an engagement agreement.
$250 per hour for modular financial planning and consultation sessions.
Fee-only: Holistic financial planning fees typically start from $900 and are based on an hourly rate of $225 multiplied by estimated hours. Hourly consultation fee is $250 per hour with billing in 15-minute increments. Workshop fees range from $50 to $300 per attendee depending on length and presenters, or $250 per hour for preparation and travel if attendance cannot be guaranteed.
10625 Jones Street, Suite 301 A
Fairfax, VA 22030
Maryland · Texas · Virginia
Reliable Alliance Financial LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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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