Advisor at Mason & Associates, 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
Mason & Associates, LLC
Location
Rockingham, VA
Credentials
CFP®, Series 65
Industry experience
3 years
Initial financial planning fee typically $2,500 to $20,000; Ongoing financial planning $100 to $1,000 per month; Fixed fees for divorce planning and seminars; Tax preparation fees handled by third-party.
$0+: Up to 2.00% annually, negotiable and typically decreasing with higher assets Assets inside annuity product - N/A: Flat rate not to exceed 1.00% annually
Fee-only: Investment Management Fees (up to 2.00% annually, negotiable), Financial Planning Fees (Initial Planning Fee: $2,500 to $20,000 flat fee; Ongoing Planning Fee: $100 to $1,000 per month, waived if assets ≥ $700,000), Fixed Fees for divorce planning and educational seminars, Tax preparation fees by third-party ($0 to $10,000)
Mason & Associates, LLC
2026 - Present (1 year)
PBMares Wealth Management, LLC
2025 - 2025 (1 year)
PBMares Wealth Management, LLC
2025 - 2025 (1 year)
PBMares Wealth Management, LLC
2022 - 2025 (3 years)
Zeppolis Italian Restaurant
2021 - 2022 (1 year)
PBMares Wealth Management, LLC
2021 - 2021 (1 year)
Blue Ridge Bank
2021 - 2021 (1 year)
Blue Ridge Bank
2020 - 2020 (1 year)
Ashby Animal Clinic
2020 - 2020 (1 year)
Virginia Polytechnic Institute and State University
2019 - 2021 (2 years)
Zeppolis Italian Restaurant
2019 - 2019 (1 year)
Virginia Polytechnic Institute and State University
2018 - 2022 (4 years)
Rockingham County Parks & Rec
2017 - 2019 (2 years)
Shirley's Gourment Popcorn
2016 - 2017 (1 year)
Ashby Animal Clinic
2015 - 2022 (7 years)
Turner Ashby High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Harrisonburg, VA
Edward Jones
Series 66
Harrisonburg, VA
Edward Jones
CFP®, Series 66
Harrisonburg, VA
Edward Jones
ChFC®, Series 66
Harrisonburg, VA
Edward Jones
Series 63, Series 66
Harrisonburg, VA
Edward Jones
CFP®, Series 66
Harrisonburg, VA
Edward Jones
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