AM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B
Fee Structure
Financial Plan Fee:$100 - $25,000
Hourly Rate:$100 - $500/hr
Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Advisor Information
Office location
5280 Corporate Dr, Frederick, MD, 21703
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oneseven
August 2025 - Present · 5 mos
Fortune Financial Services, INC.Broker
August 2025 - Present · 5 mos
Fortune Financial Services, INC.
August 2025 - Present · 5 mos
Previous Registrations
Truist Advisory Services, INC.
March 2021 - August 2025 · 4 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - August 2025 · 4 yrs 6 mos
Bb&t Securities, LLC
January 2018 - March 2021 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
December 2016 - January 2018 · 1 yr 1 mo
Bb&t Investment Services, INC.Broker
December 2016 - January 2018 · 1 yr 1 mo
M&t Securities, INC.
February 2012 - November 2016 · 4 yrs 9 mos
M&t Securities, INC.Broker
February 2012 - November 2016 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2011 - September 2011 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - September 2011 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley Smith Barney Broker
June 2009 - June 2011 · 2 yrs
Citigroup Global Markets INC.
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC. Broker
April 2009 - June 2009 · 2 mos
State Registrations6 states
FLMDNCPAVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.