Advisor at Glenayr Family Advisors 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
Glenayr Family Advisors LLC
Location
Brightwood, VA
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Fixed fees for Financial Life and Transition Planning Services from $12,000 to $35,000, payable quarterly in advance.
$0 - $500,000: 1.00% $500,000 - $1 million: 0.80% $1 million - $5 million: 0.50% $5 million+: 0.30%
$500 per hour for Financial Life and Transition Planning Services.
Account minimum: $50,000 Fee-only: Financial Life and Transition Planning Services: $500 per hour; Fixed fees range from $12,000 to $35,000, payable quarterly in advance, negotiable based on net worth and complexity.
Glenayr Family Advisors LLC
2022 - Present (4 years)
Third Eye Associates, Ltd
2022 - 2022 (1 year)
Commonwealth Financial Network
2021 - 2022 (1 year)
Lincoln Investment
2017 - 2021 (4 years)
Iron Valley Wealth Management, LLC
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Radiant, VA
Money Pilot Financial Advisor LLC
Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m a 25-year Army veteran where I served as a troop leader, Blackhawk helicopter pilot, and advisor on China affairs. Now I bring my passion for service and working with soldiers to financial planning. My mission is to help you take charge of your finances and live your best life. My husband Rob and I live on our farm in Virginia where the door is always open. I work with you to fit your lifestyle. We use virtual technology to meet and connect worldwide. Book meetings online, meet via video chat, stay in charge with our online portal. Give it a test drive. Book your free 20-minute intro call online.
Series 66
Culpeper, VA
Edward Jones
Series 66
Culpeper, VA
Edward Jones
CFP®, Series 63, Series 65
Brightwood, VA
Glenayr Family Advisors LLC
Series 66
Rixeyville, VA
Bookends Financial Planning
Series 63, Series 66
Culpeper, VA
Steward Partners Investment Advisory, LLC
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