AB
CFP

Angela Mullis Bender

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Plan Fee:Up to $25,000
Hourly Rate:$50 - $750/hr

Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.

Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176

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Regulatory History (1)
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Customer Dispute
September 2024
Pending
Other Business ActivitiesSells Insurance

Angela is a registered representative with OSAIC Wealth, Inc. and an insurance agent appointed with multiple carriers, each taking minimal time. She is also the president of the Loudoun Estate Planning Council and owns a rental property.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
August 2024 - Present · 1 yr 5 mos
Amj Financial Wealth Management LLC
June 2012 - Present · 13 yrs 7 mos
Previous Registrations
Triad Advisors LLCBroker
February 2014 - August 2024 · 10 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2012 - February 2014 · 1 yr 9 mos
LPL Financial LLC
August 2007 - May 2012 · 4 yrs 9 mos
LPL Financial LLC Broker
August 2007 - May 2012 · 4 yrs 9 mos
Kalos Management
November 2006 - August 2007 · 9 mos
Kalos Capital, INC.Broker
September 2006 - August 2007 · 11 mos
State Registrations20 states
ALCACODCFLGAKSMAMDMIMTNCNYOHPASCTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.