Advisor at Belonging Wealth Management
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
Belonging Wealth Management
Location
Longview, TX 75604
Credentials
CFP®
Industry experience
2 years
We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.
One-time financial planning flat fee not to exceed $10,000; $600 fixed fee for tax preparation if AUM minimum not met.
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
$250 per hour for hourly clients.
Fee-only: One-time financial planning flat fee up to $10,000; hourly rate $250 per hour; ongoing planning fees per AUM schedule.
Belonging Wealth Management
2021 - Present (5 years)
East Texas Baptist University
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, EA, RICP®
Longview, TX
Belonging Wealth Management
I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.
Series 66
Longview, TX
Edward Jones
CFP®, Series 66
Gladewater, TX
Edward Jones
CFP®, Series 66
Longview, TX
Edward Jones
Series 66
Kilgore, TX
Edward Jones
Series 66
Kilgore, TX
Edward Jones
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