About Fleming Wealth Strategies, LLC
Fleming Wealth Strategies, LLC is a reputable financial advisory firm that provides personalized wealth management and financial planning services to individuals, families, and businesses. Founded in 2005, the firm has a team of dedicated advisors who have the expertise and experience to help clients achieve their financial goals. They specialize in creating customized strategies that take into account each client’s unique financial situation and objectives.
How does the advisor help clients – Key Takeaways:
One of the key aspects of Fleming Wealth Strategies, LLC is their commitment to providing personalized services to their clients. They understand that each client has different financial needs and goals, and they tailor their approach accordingly. Some of the ways this firm can help clients include:
- Developing a comprehensive financial plan that takes into account their current financial state, goals, and risk tolerance;
- Managing investments and assets through a disciplined and strategic approach;
- Providing ongoing financial advice and guidance;
- Assisting with retirement planning and income distribution strategies;
- Evaluating insurance needs and offering risk management solutions; and
- Collaborating with other professionals, such as attorneys and accountants, to develop a cohesive and effective financial strategy.
Facts and Insights:
Here are some important facts and insights about Fleming Wealth Strategies, LLC:
Assets Under Management: As of March 31, 2021, Fleming Wealth Strategies, LLC has approximately $450 million in assets under management.
Number of Advisors: The firm has a team of 7 advisors, all of whom are certified financial planners (CFP®).
Time in Business: Fleming Wealth Strategies, LLC has been in business for 16 years, having been founded in 2005.
Financial Services Offered:
Fleming Wealth Strategies, LLC offers a comprehensive range of financial services to help clients reach their financial goals. These services include:
- Investment management;
- Retirement planning;
- Tax planning and management;
- Estate planning;
- Insurance evaluation and solutions; and
- Education planning.
Client Types:
Fleming Wealth Strategies, LLC serves a diverse range of clients, including individuals, families, and businesses. They have experience working with clients at various stages of life, from young professionals who are just starting to build their wealth to retirees looking to preserve and distribute their assets.
Fees & Compensation:
The fee structure at Fleming Wealth Strategies, LLC is clear and transparent. The firm charges a percentage of assets under management (AUM) as their main fee. The exact percentage varies depending on the size of the client’s portfolio and the complexity of their financial situation. The firm may also charge for other services, such as financial planning, on a project or hourly basis.
Background:
Fleming Wealth Strategies, LLC was founded by John Fleming, an experienced financial advisor with over 30 years of experience in the industry. He holds a B.S. degree in Economics and an M.B.A. in Finance. As an independent advisor, he is committed to providing objective and unbiased advice to his clients.
Financial Advisor Disclosures to Know:
As with all financial advisory firms, it’s important to know any potential conflicts of interest upfront. Fleming Wealth Strategies, LLC has no disclosures or disciplinary actions in their history, indicating a strong commitment to ethical and professional standards.
In conclusion, Fleming Wealth Strategies, LLC is a credible and experienced financial advisory firm that offers personalized services to help clients achieve their financial goals. They have a strong track record of success and a transparent fee structure, making them a reliable choice for those seeking financial guidance.