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Frank James Abella III

Advisor at Investment Partners Asset Management — Painter, VA

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

27 years

Location

Painter, VA

Investment Partners Asset Management logo

Investment Partners Asset Management

Team

Total advisors

8

Across 2 offices

Clients per advisor

30 Very Low

Avg AUM per client

$1,149,733 Typical

HNW client ratio

61% Very High

About

Frank Abella III is a financial advisor with Investment Partners Asset Management and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and previously worked at T.R. Winston & Company for 17 years. Outside of his advisory work, he serves as Vice President of Cape Charles Main Street and as a board member of the Eastern Shore of Virginia Chamber of Commerce, both community organizations focused on local commerce and development. Investment Partners Asset Management is a SEC-registered firm providing investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm manages approximately $333 million in assets, employing a range of strategies including equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives within separately managed accounts.

Client services

Based on Investment Partners Asset Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Investment Partners Asset Management

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000+: 1.25%

Project-based
Other

Fee-only: Investment advisory fees range up to 1.75%, negotiable; retirement plan consulting fees negotiable, up to 1.00% of plan assets under advisement

Location

See office

Painter, VA

Painter VA

Advisors at this office

1

Most active in

New Jersey · Virginia

Work history

27 years of industry experience

T.R. Winston & Company, Llc

2004 - 2021 • 17 years

Bedminster, NJ

Investment Partners Asset Management

1999 - Present • 27 years

Metuchen, NJ

Investments Partners Capital & Mgmt

1998 - Present • 28 years

Metuchen, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John F

CFP®, Series 65

Onancock, VA

Financial Solutions

John Fiege is a CFP® and Series 65 credentialed financial advisor with 23 years of experience, serving as the sole advisor at Financial Solutions since 2003. He operates an independent, fee-only advisory firm based in Onancock, VA. Financial Solutions provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and municipal clients. The firm employs a long-term strategic asset allocation approach using a blend of passive and active investments, and it offers a range of services including pension consulting, educational seminars, and tax-preparation support.

General retirement planning Cash flow / budgeting Tax-loss harvesting
user avatar

Sandi H

Series 63, Series 65

Exmore, VA

Kestra Private Wealth Services, LLC

Sandi Hickman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Truist Advisory Services and SunTrust Bank, where she worked from 2002 to 2021. Outside of her advisory role, she is a registered assistant at Freedom Fiduciary Advisors and is authorized as a notary in Virginia. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and platforms. The firm oversees advisor recommendations while allowing flexibility in product and platform selection within an approved menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Glen T

Series 66

Onley, VA

Arkadios Wealth Advisors

Glen Tyler is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, Kestra Financial, SunTrust Advisory Services, PNC Wealth Management, Merrill, and Wells Fargo Clearing. He serves as a commissioner on the Accomack County Planning Commission. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans using a combination of fundamental, technical, and cyclical analysis. The firm offers portfolio management, ERISA retirement plan consulting, financial planning, and utilizes various internally managed and third-party solutions tailored to client risk profiles.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Willie R

Series 63, Series 66

Exmore, VA

Edward Jones

Willie Randall is a financial advisor with Edward Jones in Exmore, VA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Edward Jones since 1997. Randall serves as President of the Hermitage on the Eastern Shore Advisory Council, is the second vice president and a director on the Eastern Shore Chamber of Commerce Executive Committee, and participates on the advisory board of the Alzheimer's Association Southeastern Virginia Chapter as well as the board of the Eastern Shore Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products, supported by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brian E

CFP®, Series 63, Series 65

Accomac, VA

LPL Financial

Brian East is a Certified Financial Planner (CFP®) with 28 years of industry experience. He is currently with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc., Atlantic Commonwealth Advisors, OSAIC Institutions, Inc., Bi Investments, LLC, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James N

Series 66

Accomac, VA

Wells Fargo Clearing

James Newsom is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at ESO Arts Center and Robert W Young, CPA & Associates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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