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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Groundwork Wealth Management, LLC 5 years, 9 months Mar 2014 - Present
Ids Life Insurance Company 10 years, 1 month Feb 2004 - Mar 2014
American Express Financial Advisors 10 years, 1 month Feb 2004 - Mar 2014
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James Park Taylor?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 7, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Groundwork Wealth Management, LLC

Last updated on Feb. 22, 2017
    • $24.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 93
      Accounts
    • $264.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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