Advisor at National Wealth Management Group, 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
National Wealth Management Group, LLC
Location
Palm Coast, FL
Credentials
Series 63, Series 65
Industry experience
24 years
$0+: Up to 3.0% annually (negotiable, maximum) $0+: Up to 2.25% annually (Strategic Wealth Management Program maximum) $0+: LPL Financial Sponsored Advisory Programs (maximum annual advisory fees plus manager fees, total up to 2.25%): - Manager Access Select (MAS): 1.65% advisory fee + 0.60% manager fee - Optimum Market Portfolios Program (OMP): 2.25% advisory fee (no manager fee) - Personal Wealth Portfolios Program (PWP): 1.65% advisory fee + 0.60% manager fee - Model Wealth Portfolios Program (MWP): 1.65% advisory fee + 0.60% manager fee - Guided Wealth Portfolios (GWP): 1.00% advisory fee + 0.35% LPL program fee (total 1.35%)
Commissions on insurance products sold through affiliated IARs registered with broker-dealers (not advisory fees).
Hourly consulting fees are negotiable and detailed in the client agreement.
Account minimum: $15,000 Fee-only: Hourly consulting services with negotiable fees detailed in client agreement.
National Wealth Management Group, LLC
2016 - Present (10 years)
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.
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 63, Series 66
Palm Coast, FL
Fidelity
Adam Owens is a Financial Consultant at Fidelity Investments, where he has been employed since 2026. Prior to this role, he held positions at Fidelity Investments including Planning Consultant from 2023 to 2026, Retirement Planner from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His professional experience encompasses various aspects of financial advising and planning. He holds insurance licenses in Arkansas and California. Adam emphasizes a collaborative approach in his work, aiming to provide insights tailored to his clients' unique needs to support informed financial decisions. His commitment is centered on building long-term relationships based on trust, integrity, and transparency. Outside of his professional career, Adam's personal interests include biking, fitness, parenthood, and volunteering.
Series 66
Palm Coast, FL
Edward Jones
Series 63, Series 66
Palm Coast, FL
Edward Jones
Series 66
Palm Coast, FL
Edward Jones
Series 66
Palm Coast, FL
Merrill
Michele Rilko is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. She specializes in managing new wealth, portfolio management services, and addressing the financial needs of women. In addition to her advisory role, Michele supports the Davis, Westerburg & Associates team by providing business reports and developing operational procedures to enhance client service. Michele earned her Bachelor’s degree in Business Management from Nova Southeastern University in 1993. She holds the Professional Investment Advisor (PIA) designation. Her career includes various financial and business management positions prior to joining Merrill Lynch. Outside of her professional responsibilities, Michele enjoys boating, music, and tennis.
Series 66
Palm Coast, FL
Edward Jones
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