About WITT FINANCIAL GROUP, LLC
WITT FINANCIAL GROUP, LLC is a team of experienced financial professionals dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. With years of expertise in the financial industry, they offer clients personalized strategies to help them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers investment management solutions
- Helps clients achieve their financial goals
Facts and Insights
WITT FINANCIAL GROUP, LLC has been in business for over 10 years, with a team of 5 experienced advisors. As of 2021, they have over $100 million in assets under management. Their team of advisors have a combined experience of over 50 years in the financial industry, providing clients with a wealth of knowledge and insights to guide them towards financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management | |
|---|---|---|---|
| WITT FINANCIAL GROUP, LLC | 2010 | 5 | $100 million |
Financial Services Offered
WITT FINANCIAL GROUP, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
WITT FINANCIAL GROUP, LLC serves a variety of clients, including:
- Individuals
- Families
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation
WITT FINANCIAL GROUP, LLC is a fee-based financial advisory firm. This means that they charge a percentage of assets under management as their fee. They believe this fee structure aligns their interests with their clients, as their compensation is tied to the performance of their clients’ investments.
Background
The team at WITT FINANCIAL GROUP, LLC has a combined experience of over 50 years in the financial industry. Their advisors hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are dedicated to continuing their education and staying up-to-date with industry trends and developments to best serve their clients.
Financial Advisor Disclosures to Know
WITT FINANCIAL GROUP, LLC is a fiduciary, meaning they are legally obligated to act in the best interests of their clients. As of 2021, they have no disciplinary actions or disclosures on their record according to publicly available sources.