Destiny Money Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$0
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Fee options
Financial Plan fee $500 (includes 1 year annual review); Investment Plan with Recommendations $350; Monthly Investment Review $35/month; Conferences and Workshops $75-$750 per attendee
IAR may receive commissions as a licensed insurance agent for sale of life, health, and fixed annuity products
Fee-only: Financial Plan: $500 including 1 year annual review; Subsequent reviews $150 each; Investment Plan with Recommendations: $350; Monthly Investment Review: $35/month; Educational Webinars: Free; Conferences and Workshops: $75 - $750 per attendee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Destiny Money Management
10514 Buckley Hall Road
Mathews VA 23109, United States
Number of offices
1
Forms ADV
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