Advisor at Your Money Matters 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
Your Money Matters Wealth Management, LLC
Location
Sayre, PA 18840
Credentials
Series 63, Series 65
Industry experience
18 years
Negotiable fixed fees up to $5,000 for financial planning services
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually Over $5,000,001+: 0.50% annually
Up to $250 per hour for financial planning services
Fee-only: Fixed fees up to $5,000 for financial planning; hourly fees up to $250/hour for financial planning; negotiated fees for asset management and third party referrals.
Heritage Beef and Cattle Co.
2012 - Present (14 years)
Your Money Matters Wealth Management, LLC
2008 - Present (18 years)
Your Money Matters
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63
Waverly, NY
Edward Jones
Series 63, Series 65
Elmira, NY
The Mustico Financial Group, Inc.
CFP®, Series 66
Elmira, NY
The Mustico Financial Group, Inc.
Series 63, Series 65
Elmira, NY
The Mustico Financial Group, Inc.
Series 65
Elmira, NY
The Mustico Financial Group, Inc.
Series 65
Elmira, NY
Valicenti Advisory Services Inc
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