Advisor at Adapt Wealth Advisors, 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
Adapt Wealth Advisors, LLC
Location
Atlanta, GA 30328
Credentials
CFP®, Series 63
Industry experience
39 years
Fixed fees for financial planning ranging from $1,200 to $20,000 depending on complexity
Up to 2% per annum, negotiable based on factors such as size and services
Insurance commissions earned by advisory persons licensed as insurance professionals, separate from advisory fees
Hourly financial planning fees up to $500 per hour
Fee-only: Fixed fees for financial planning ranging from $1,200 to $20,000; hourly fees up to $500 per hour
Adapt Wealth Advisors
2024 - Present (2 years)
Ameriprise Financial Services, Inc.
1986 - 2024 (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Wilmington, NC
Edward Jones
CFP®, Series 63, Series 65
Hampstead, NC
Edward Jones
Series 65, Series 66
North Topsail Beach, NC
Merrill
Jeffrey Spitz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies tailored to their individual financial goals and changing market conditions. Jeffrey provides access to investment insights from Merrill and banking and lending solutions from Bank of America, supporting clients through comprehensive financial planning. He brings expertise in guiding clients through unique financial challenges and opportunities, emphasizing the importance of understanding each client's needs to make thoughtful decisions. Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He earned his bachelor's degree from North Carolina State University. Outside of his professional work, Jeffrey is involved with the F3 organization and volunteers at Forest Hill Church. He and his wife Kimberly have three sons and enjoy family activities such as traveling to beaches and supporting the North Carolina State Wolfpack.
CFP®, Series 66
Wilmington, NC
Edward Jones
Series 66
Hampstead, NC
Edward Jones
Series 66
Wilmington, NC
Edward Jones
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