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Overview

Articles

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 15, 2017
    • $200.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 440
      Accounts
    • $456.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Firm Client types

Advisors

Current Advisors

# of advisors

10

name start date
Sean Paul Weaver
November 2010
Philip E. Wetzel, Jr., CPM®
March 2009
Roger P. Whitney, CFP®, CIMA®, CPWA®, AIF®
March 2009
Van Alan Freeman
November 2009
Lorna Lynn Kuether-Alvey
March 2009

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Wetzel Jr. Philip Eugene Managing Member January, 2009 50% to 75%
    Lorna Lynn Kuether-Alvey Managing Member January, 2009 50% to 75%
    Roger Patrick Whitney Chief Compliance Officer January, 2009 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Subscription Fees
      • Fixed Fees