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Overview

Holdings

ETF Holdings

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

Assets

Assets

Last updated on July 21, 2017
    • $360.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 875
      Accounts
    • $411.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management

Firm Client types

Advisors

Current Advisors

# of advisors

6

name start date
Martin A. Watkins, CFP®
December 2006
Jared Charles Empey
February 2016
C Richard Hopkins
December 2016
Sam Watkins
August 2017
Jacob Zeke Rushton
January 2018

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Martin Arthur Watkins Ceo September, 2006 75% or more
    Trent L. Searle Chief Compliance Officer December, 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
      • Fixed Fees