Advisor at Sovereign Financial Group, Inc.
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
Sovereign Financial Group, Inc.
Location
Stuart, VA
Credentials
Series 66
Industry experience
9 years
Financial planning fixed fees range from $1,500 to $10,000; ongoing financial planning fees range $500 to $2,500 quarterly; Align Program base fee $45/month
Certain advisory persons may earn commissions as registered representatives or insurance agents separately from advisory fees
Financial planning hourly fees range from $200 to $450 per hour
Account minimum: No minimum relationship size generally imposed; however, minimum quarterly fee of $1,125 applies (can be waived at Advisor's discretion) Minimum fee: Minimum quarterly fee of $1,125 (can be waived at Advisor's sole discretion) Fee-only: Investment advisory fees up to 3.00% annually based on assets under management and other factors; Financial planning fees hourly ($200-$450/hr), fixed ($1,500-$10,000), or ongoing ($500-$2,500 quarterly); Retirement plan advisory fees up to 1.00% annually
SOVEREIGN FINANCIAL GROUP, LLC dba CHEDSTER FINANCIAL LLC
2023 - Present (3 years)
Credentialed Wealth Advisors, Llc
2021 - 2023 (2 years)
Edward Jones
2016 - 2021 (5 years)
University of Virginia
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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