How does the advisor help clients – Key Takeaways:
Fleming Financial Advising provides comprehensive financial guidance and services to clients of all backgrounds and needs.
Facts and Insights
Founded in 2005, Fleming Financial Advising has over 15 years of experience in providing top-notch financial advice to clients. With a team of highly experienced and knowledgeable advisors, they have helped countless individuals and families achieve their financial goals.
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
Fleming Financial Advising offers a wide range of financial services to cater to the diverse needs of their clients. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
Fleming Financial Advising works with a variety of clients, including individuals, families, and small business owners. They are dedicated to providing personalized financial advice to each and every client, regardless of their financial situation or goals.
Fees & Compensation
Fleming Financial Advising operates on a fee-only basis, meaning they do not earn commissions from selling financial products or services. This ensures that their clients’ best interests are always the top priority. The fees for their services are based on a percentage of assets under management, making it a cost-effective option for clients.
Background
The team at Fleming Financial Advising is made up of highly educated and experienced professionals. Their advisors hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise, combined with their commitment to constantly staying updated on the latest financial trends and strategies, allows them to provide exceptional financial advice to their clients.
Financial Advisor Disclosures to Know
Fleming Financial Advising is a fiduciary, meaning they are legally obligated to act in their clients’ best interests at all times. They also have a strict Code of Ethics that their advisors must abide by, ensuring ethical and transparent behavior. Additionally, they have no disclosures on their record, providing reassurance to clients that their finances are in safe hands.