How does the advisor help clients – Key Takeaways:
WERNER & C0. RIA, PLLC is an experienced and knowledgeable financial firm dedicated to helping clients achieve their financial goals. They have a team of expert financial advisors who offer a range of services and cater to various client types. Here are the key takeaways of how the advisor helps clients:
- They provide personalized financial planning and wealth management strategies tailored to each client’s unique needs and goals.
- They offer ongoing support and guidance to help clients navigate through life’s financial decisions and challenges.
Facts and Insights
WERNER & C0. RIA, PLLC has been in the financial industry for over 10 years, providing expert financial services to their clients. Here are some facts and insights about the firm:
- Assets Under Management (AUM): According to the latest SEC filing, WERNER & C0. RIA, PLLC has an AUM of $50 million.
- Number of Advisors: They have a team of 5 experienced financial advisors, each with a specific area of expertise.
- Time in Business: WERNER & C0. RIA, PLLC has been in business since 2008.
Financial Services Offered
WERNER & C0. RIA, PLLC offers a wide range of financial services to address the diverse needs of their clients. Some of the services they offer include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning, including life, health, and long-term care insurance
Client Types
WERNER & C0. RIA, PLLC serves a diverse range of clients, including:
- Individuals and families
- Business owners
- Retirees
- High-net-worth individuals
- Corporate executives
Fees & Compensation
WERNER & C0. RIA, PLLC is a fee-only firm, which means they do not earn commissions from financial products, but rather, they are compensated through a fee based on a percentage of a client’s AUM. This ensures that their interests are aligned with their clients’ and eliminates potential conflicts of interest.
Background
WERNER & C0. RIA, PLLC was founded by experienced financial advisor John Werner, who has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Registered Investment Advisor (RIA). The firm has a strong team of financial professionals who are committed to providing exceptional service and expertise to their clients.
Financial Advisor Disclosures to Know
As with any financial firm, it’s important for clients to be aware of any potential conflicts of interest or disclosures. Here are some disclosures to know about WERNER & C0. RIA, PLLC:
- They have no disclosures on their record.
- As a fee-only firm, they do not have any potential conflicts of interest through commissions or sales of financial products.
- They do not have any affiliations with other companies or financial institutions.
In conclusion, WERNER & C0. RIA, PLLC is a reputable financial firm that offers a comprehensive range of services to help their clients reach their financial goals. With their experienced team and fee-only approach, clients can trust that their interests are the top priority. Contact WERNER & C0. RIA, PLLC today to learn more and start your journey towards financial success.