Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$125 - $25,000
Hourly Rate:$35 - $300/hr

Financial planning fees are negotiated and can be charged as a one-time fixed fee ($125-$25,000), an hourly fee ($35-$300 per hour), or a fixed periodic fee ($50-$25,000 per period). For asset management services, fees range from 0.00% to 2.50% annually, negotiated between you and your representative. The minimum account fee is 0.50%. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50% , 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable. Axiom accounts valued under $50,000 are subject to a quarterly small account fee of $20.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment Management
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Advisor Information

Office location

2709 Brambleton Avenue, Roanoke, VA, 24015

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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.

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Other Business ActivitiesSells Insurance

Adam operates under the DBA IFA Wealth, located at a branch location, dedicating full-time hours. He is also a planning commissioner for the Montgomery County Planning Commission and an independent representative with various insurance carriers for fixed insurance business only.

Employment History
Current Registrations
Geneos Wealth Management, INC.
March 2022 - Present · 3 yrs 10 mos
Geneos Wealth Management, INC. Broker
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
First Citizens Investor Services, INC. Broker
October 2017 - October 2021 · 4 yrs
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam W. Workman - Financial Advisor | AdvisorDiscover