Joshua G Barbin

CFP

Abich Financial Wealth Management, LLC

6 Years of Experience

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Firm Information

Abich Financial Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

498 clients

Average Client Portfolio

$457K average

Assets Under Management

$227.6M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Financial Plan Fee:Up to $20,000

Hourly Rate:Up to $350/hr

Financial planning is complimentary for asset management clients. Standalone financial planning is offered on an hourly or flat fee basis, not exceeding $350/hour or $20,000 total. The firm requires a minimum of $500,000 in investible assets for comprehensive planning with no minimum required account balance.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching

Advisor Information

Office location

20135 Lakeview Center Plaza, #110, Ashburn, VA, 20147

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Regulatory 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.