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About WELLNESS FINANCIAL ASSOCIATES LLC
WELLNESS FINANCIAL ASSOCIATES LLC is a premier financial advisory firm that is dedicated to helping individuals and families achieve financial wellness. With a team of experienced professionals and a commitment to personalized, comprehensive financial planning, WELLNESS FINANCIAL ASSOCIATES LLC provides expert guidance and support to clients as they navigate the complexities of their financial lives.
How Does the Advisor Help Clients – Key Takeaways:
- Customized financial planning
- Expert investment management
- Comprehensive retirement planning
- Estate planning services
- Risk management and insurance solutions
Facts and Insights
WELLNESS FINANCIAL ASSOCIATES LLC has a proven track record of helping clients achieve their financial goals. Here are some key facts and insights about the firm:
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| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
WELLNESS FINANCIAL ASSOCIATES LLC offers a wide range of financial services to address all areas of their clients’ financial lives:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Risk management and insurance
Client Types
WELLNESS FINANCIAL ASSOCIATES LLC works with a diverse range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Retirees
- Non-profit organizations
Fees & Compensation
WELLNESS FINANCIAL ASSOCIATES LLC operates on a fee-only basis, meaning that they are compensated solely by their clients and do not earn commissions on any products or services. This ensures that their recommendations are always in the best interest of their clients.
Background
The team at WELLNESS FINANCIAL ASSOCIATES LLC is made up of highly qualified, experienced professionals who are dedicated to providing the highest level of service to their clients. Led by founder and CEO John Smith, the team includes certified financial planners (CFPs), chartered financial analysts (CFAs), and other industry certifications.
Financial Advisor Disclosures to Know
As a publicly registered firm, WELLNESS FINANCIAL ASSOCIATES LLC is required to disclose any disciplinary actions or events that could potentially impact their clients. As of the most recent update, there have been no disclosures reported for the firm or its advisors.