Can I still work with you if I don't live in Richmond, Va?
Our office is located in the Richmond, Va area, however the ability to scan documents and conduct phone and internet meetings allows us to work with people across the country. If you are looking for an experienced financial advisor, and are comfortable building a relationship via phone and web, please reach out and start a conversation with us.
What is your pricing for financial planning?
Our financial planning services are inclusive of our wealth management fees.
We design a personalized financial plan for every client which may include retirement planning, cash flow planning, college planning, insurance needs analysis, estate planning, charitable giving strategies, life goals planning.
What is your pricing for investment management?
We charge between 0.25% to 1.25% per year depending upon your assets under management with us. For a more detailsed quote, just submit your qustion in the form to the right. You may view our fee schedule here.
If I call you, what should I expect?
Expect a friendly conversation! We’ll want to know what your financial goals are, about where you are at financially as far as assets and income, and what you would like to accomplish by working with a qualified financial advisor. After a discussion, we can decide if it makes sense to set up a complimentary introductory meeting.
Are you a fiduciary?
Yes. As a fiduciary, we are required by law to always put your interests ahead of our own. We are willing to put this in writing. Unfortunately, not all financial advisors are a fiduciary.
What does the CFP designation mean?
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.
To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.
Fonville Wealth Management works with a team of Certified Financial Planners.
Who has my money?
Fonville Wealth Management does not hold (or take custody) of any client assets.
Rather, we partner with third party custodians including Charles Schwab, Fidelity, or TD Ameritrade. A custodian is a financial institution that holds customers’ securities for safekeeping to minimize the risk of their theft or loss.
A custodian holds securities and other assets in electronic or physical form. Since they are responsible for the safety of assets and securities that may be worth hundreds of millions or even billions of dollars, custodians generally tend to be large and reputable firms.
Do you charge or receive commissions?
What is your specialty?
Do you have an account minimum to become a client?
Yes. Our investment minimum is $500,000. This includes all investments under our management including IRAs, brokerage accounts, trusts, etc…
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You Want to Maintain Financial Security.
We have a strategy to get you there.