Wells Financial Management
Why pick this one
Wells Financial Management provides fee-only financial planning and investment management through an independent fiduciary advisor structure.
Best for
- retirement planning and transitions
- financial planning after divorce
- financial planning after the loss of a spouse
- Clients seeking fee-only investment advice without commissions
- Clients wanting online access through a client portal and Schwab Alliance
Specialties
- customized financial planning
- investment management
- retirement transition planning
- financial guidance during divorce or loss of a spouse
Certifications
- Certified Financial Planner (CFP)
What makes them different
- Independent registered investment advisor structure
- Fee-only compensation with no commissions
- Fiduciary obligation to act in clients' best interests
- Client assets held by an independent custodian such as Charles Schwab
- Online client portal and Schwab Alliance access for account information and document sharing
Distilled from this business's own website.
Contact & Location
- Address
- 56 Central Ave Ste 105, Asheville, NC 28801
- Phone
- 8282524144
- Website
- http://www.wellsfm.com/
- service@wellsfm.com
Services
- financial planning
- investment management