How does the advisor help clients – Key Takeaways:
WWA Planning & Investments offers financial planning and investment management services to help clients achieve their financial goals and objectives.
Facts and Insights
The following table provides information on WWA Planning & Investments’ assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
WWA Planning & Investments offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
WWA Planning & Investments serves a diverse range of clients, including:
- Individuals and families
- Business owners
- Corporate executives
- Retirees
- High-net-worth individuals
Fees & Compensation
WWA Planning & Investments charges a fee based on a percentage of assets under management for its investment management services. The fee structure is tiered, with a lower percentage for higher asset amounts. Additionally, they may charge an hourly or flat fee for financial planning services. WWA Planning & Investments is a fee-only advisor, meaning they do not receive any commissions for recommending certain investments or financial products.
Background
WWA Planning & Investments was founded 15 years ago and is based in New York City. The firm is made up of a team of experienced financial professionals who hold various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They pride themselves on providing personalized advice and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand any potential conflicts of interest or past disciplinary actions. Here are the disclosures specific to WWA Planning & Investments:
- They are a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC)
- The firm has no legal or disciplinary actions against them
- None of the advisors at the firm are currently facing any legal or disciplinary action