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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 16, 2019
    • $2.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $261.3K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Firm Client types

Advisors

Current Advisors

# of advisors

28

name start date
Jack Dugan, MSBA, CFP®, AIF®
February 2008
Thomas Kendall Vance
September 2012
Robert Greene Canavan
March 2018
Benjamin Littman
January 2008
Nathaniel Theodore Ritchison
March 2011

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Lee Fenison Chairman Of The Board March, 2007 75% or more
    Paul Martin Miller Coo November, 2012 5% to 10%
    Joseph Dennis Anderson President November, 2012 5% to 10%
    Alan Robert Clopine Ceo & Cfo March, 2011 5% to 10%
    Danielle Luv Martin Cco May, 2014 less than 5%
      Source: SEC

      Fees

      Fee Only Firm
      $
      This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees