Advisor at Ataraxia Advisory Services, LLC
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
Ataraxia Advisory Services, LLC
Location
Radford, VA
Credentials
CFP®, Series 66
Industry experience
20 years
Portfolio management fixed fees between $10,000 and $60,000 annually; Financial planning fixed fees between $2,500 and $9,500
$0 - $200,000: 1.50% $200,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$180 per hour for financial planning
Account minimum: $400,000 (with $150,000 minimum for active accumulators under age 45, exceptions made at discretion) Fee-only: Fixed fees between $10,000 and $60,000 annually for portfolio management; Fixed financial planning fees between $2,500 and $9,500; Hourly financial planning fee $180/hour
Ataraxia Advisory Services, LLC
2023 - Present (3 years)
Ataraxia Advisory Services, LLC
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Radford, VA
Edward Jones
Series 63, Series 66
Blacksburg, VA
Edward Jones
Series 66
Christiansburg, VA
Edward Jones
CFP®, Series 66
Blacksburg, VA
Edward Jones
Series 63, Series 66
Pulaski, VA
Edward Jones
Series 63, Series 65
Blacksburg, VA
Slagel Investment Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")