Advisor at Advisor Financial Services, 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
Advisor Financial Services, Inc.
Location
Glen Allen, VA 23060
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Financial planning minimum fee $1,500 (may be reduced or waived). Project fees may apply for specific services.
$100 - $250,000: 1.0% (General Asset Management) $250,001 - $500,000: 0.85% (General Asset Management) $500,001 - $1,000,000: 0.70% (General Asset Management) $1,000,001+: 0.5% (General Asset Management) $100 - $250,000: 1.5% (Equity Asset Management) $250,001 - $500,000: 1.25% (Equity Asset Management) $500,001 - $1,000,000: 1.0% (Equity Asset Management) $1,000,001+: 0.75% (Equity Asset Management)
Up to $325 per hour for financial planning and short-term engagements.
Account minimum: $20,000 Minimum fee: $100 minimum annual fee Fee-only: Minimum fee of $100/year for asset management. Financial planning minimum fee $1,500 (may be reduced or waived). Hourly fees for planning and short-term engagements up to $325/hour.
Luck & Company CPA PLLC
2023 - Present (3 years)
Advisor Financial Services, Inc.
1995 - Present (31 years)
David C Luck, CPA PC
1995 - 2022 (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Chatham, NY
Edward Jones
Series 63, Series 66
East Nassau, NY
Fidelity
Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.
CFA®, Series 63
Great Barrington, MA
Rockingstone Advisors
Series 63
Stuyvesant, NY
SAGE 360 Advisors LLC
Series 63, Series 65
Fort Pierce, FL
Amidon & Petersen Financials, LLC
ChFC®, Series 65
Great Barrington, MA
American Investment Services Inc
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