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How does the advisor help clients – Key Takeaways:
Wyatt Financial L.L.C. offers comprehensive financial planning and investment management services to help clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable advisors, the firm provides personalized financial solutions tailored to each client’s unique needs and circumstances.
Facts and Insights
Wyatt Financial L.L.C. was founded in 2010 and has since grown to manage over $500 million in client assets. The firm currently has 10 advisors on staff with an average of 15 years of experience in the financial industry. Through their expertise and holistic approach to financial planning, Wyatt Financial has helped numerous clients successfully navigate the complexities of the financial world.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 10 |
Financial Services Offered
Wyatt Financial L.L.C. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm primarily serves high-net-worth individuals and families, as well as small business owners. Their clients come from a variety of industries and backgrounds, but all share a common goal of securing their financial future.
Fees & Compensation
Wyatt Financial L.L.C. operates on a fee-based compensation structure, meaning that their advisors are compensated based on a percentage of client assets under management. This ensures that their interests are aligned with those of their clients and that they only recommend investments that are in the best interest of the client.
Background
The firm was founded by John Wyatt, who has over 20 years of experience in the financial industry and holds various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The team at Wyatt Financial is made up of highly qualified and experienced individuals who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Wyatt Financial L.L.C. is held to a fiduciary standard, meaning that they are legally obligated to act in the best interest of their clients. They have no incentives to recommend specific investments or products and are transparent about any potential conflicts of interest. The firm also has a clean record with no disclosures on their record.