Advisor at Ballardsville Investment Advisors
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
Ballardsville Investment Advisors
Location
Charles City, VA 23030
Credentials
Series 65
Industry experience
10 years
Fixed fees from $400 to $2,000 for written financial plans.
$0 - $2,000,000: 1.5% $2,000,001+: 1.0%
Up to $200 per hour for financial planning services.
Fee-only: Fixed fees ranging from $400 to $2,000 for financial planning; hourly fees up to $200/hour.
Ballardsville Investment Advisors
2017 - Present (9 years)
Harvest Financial Group, LLC
2015 - 2017 (2 years)
Ballardsville Farm
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Williamsburg, VA
Joss Brown Wealth Advisors
Dan Joss is a seasoned Financial Life Planning professional. Dan Joss is among a small force of Life Planners, less than 200 in the U.S. and only a few dozen in the mid-Atlantic area. Dan founded Joss Financial in 2015, and now, in 2020, has joined with Katherine Brown to create Joss Brown Wealth Advisors. Their shared vision and faith along with combined talents and experiences will further enhance their clients' Life Plans. Dan excels at asking poignant questions to determine what inspires and motivates his clients. These initial planning sessions will be introspective and challenging. Long-time clients give testimony that one must think deeply in terms of their own personal values and ask questions like: “If you had more time or money, what would you do?” “What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?” “What moves, touches, or inspires you?” Dan’s approach to financial planning: "living what matters" was born of his own life experiences. Originally from S
Series 66
West Point, VA
Edward Jones
ChFC®, Series 63, Series 66
Williamsburg, VA
Edward Jones
CFP®, ChFC®, Series 66
Williamsburg, VA
Edward Jones
Series 66
Williamsburg, VA
Edward Jones
Series 65
Williamsburg, VA
Dominguez Wealth Management Solutions, Inc.
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