Advisor at Aviso 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
Aviso Wealth Management
Location
Warren, PA 16365
Credentials
ChFC®, Series 63, Series 65
Industry experience
25 years
Financial planning and consulting services flat fees ranging from $300 to $10,000 depending on arrangement.
$0 - $1,000,000: 2.00% annually $1,000,000.01 - $5,000,000: 1.75% annually $5,000,000.01+: 1.00% annually
Commissions earned by associated persons as registered representatives of a broker-dealer when executing securities transactions separate from advisory fees.
Financial planning and consulting services hourly fees ranging from $0 to $300 per hour.
OSAIC
2025 - Present (1 year)
Gladstone Wealth Partners
2016 - Present (10 years)
LPL Financial, llc
2016 - 2025 (9 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:
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.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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 63, Series 65
Warren, PA
Gladstone Wealth Partners
ChFC®, Series 66
Warren, PA
Cwm, Llc
Series 66
Warren, PA
Gladstone Wealth Partners
Series 66
Warren, PA
Cwm, Llc
Series 63, Series 65
Warren, PA
Kestra Advisory
Series 66
Warren, PA
Gladstone Wealth Partners
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