Advisor at Atlas Private Wealth 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
Atlas Private Wealth Advisors
Location
Salisbury, MD 21801
Credentials
Series 63, Series 65
Industry experience
27 years
Financial planning fixed fees generally range from $500 to $15,000 depending on complexity.
$0 - $5,000,000+: 0.25% - 2.0%
Commissions charged for securities transactions via LPL Financial; firm does not charge advisory fees in addition to commissions on commission products.
Financial planning may be offered on an hourly basis; specific hourly rates not stated in brochure.
Atlas Private Wealth Advisors
2025 - Present (1 year)
Atlas Private Wealth Advisors
2025 - Present (1 year)
LPL financial LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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