ZG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
367 clients
Average Client Portfolio
$944K average
Assets Under Management
$346.3M
Fee Structure
This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.
Areas of Practice
Investment Management
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Advisor Information
Office location
Western Grove, AR
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 →Other Business ActivitiesSells Insurance
Zachary is an insurance agent since 2023, spending about 10-20% of his time selling insurance products and providing estate planning services. He also works as a consultant for Spot On Pediatric Therapy, LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Familywealth
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Redwood Private Wealth
September 2024 - September 2024 · 0 mos
Old Lantern Investments, LLC
April 2023 - August 2024 · 1 yr 4 mos
Creativevest INC
November 2022 - February 2023 · 3 mos
State Registrations2 states
ARTX
Advisor
Exams
No exam information available for this advisor.