Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
The firm offers online courses and workshops, with fees typically not exceeding $5,000 per course. The Membership Academy has annual subscription fees starting at $899 per year or $99 per month. Limited consulting services are subject to an hourly fee ranging from $200 to $1,000. The client pays no fees to the Firm in exchange for the Firm 's solicitation services.
Areas of Practice
Advisor Information
Office location
1900 Gallows Road, Suite 350, Tysons, VA, 22182
Get directionsRegulatory History
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 →Other Business Activities
Wade is a sole proprietor providing educational content for financial advisors since 2011, and is involved with RISA, LLC, Retirement Researcher, and Wealth Building Cornerstones. These activities involve providing educational content, promoting retirement income planning tools, and consulting on research ideas, taking about 10-20% of Wade's time overall.