Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Savannah, GA 31406
Equitable Advisors
Institution
Joel Rotkow is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked at AXA Advisors, LLC. Outside of advising, he serves as a board member of the Fairmont Condominium Association and manages several private commercial real estate investments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Savannah, GA
37 W Fairmont Ave, Suite 212
Savannah GA 31406
Advisors at this office
4
Georgia
27 years of industry experience
Equitable Advisors
1999 - Present • 27 years
New York, NY
AXA Advisors, LLC
1999 - 2020 • 21 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Savannah, GA
RL Wright & Associates, LLC
Richard Wright is the principal of R.L. Wright & Associates, LLC in Savannah, GA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Wright has worked with multiple firms, including Hubric Tax Retirement Planning Consultants, Coastal Tax Centers, and his own advisory and insurance businesses. He also manages a tax preparation business and acts as an insurance agent in a separate capacity. R.L. Wright & Associates, LLC provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and qualified employer-sponsored plans. The firm customizes investment strategies to client objectives, offers periodic reviews, and may recommend and monitor third-party managers.
Series 63, Series 65
Savannah, GA
Upland Capital Management, LLC
John McVeigh is the sole advisor at Upland Capital Management, LLC, an independent firm based in Savannah, GA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having been with Upland Capital since its founding in 1995. Upland Capital provides discretionary portfolio management and project-based investment consulting to a select group of individual and institutional clients, including pensions, trusts, estates, charitable organizations, and corporations. The firm follows a disciplined, absolute-return oriented process guided by a written Investment Policy Statement, with an emphasis on income and structured fixed-income analysis informed by extensive institutional experience.
Series 63, Series 65
Savannah, GA
Tidewater Wealth Advisors
William Chisholm Jr. is the sole advisor at Tidewater Wealth Advisors in Savannah, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has led Tidewater Wealth Advisors since 2010 and has been associated with Tidewater Investors LLC since 2009. Tidewater Wealth Advisors is an independent investment adviser serving a select group of individual, trust, estate, and small-business clients with discretionary portfolio management. The firm employs a strategic asset allocation approach that combines fundamental and technical analysis and offers access to third-party model portfolios incorporating institutional funds and alternative holdings. Tidewater integrates traditional and complex investment strategies while maintaining a boutique, streamlined operational model and limited custody.
CFP®
Savannah, GA
Abacus Wealth Factors, LLC
Marvin Jackson is a CFP® professional with 11 years of industry experience. He is the sole advisor at Abacus Wealth Factors, LLC and has been associated with Alpha Financial Management since 2013. Abacus Wealth Factors is a fee-only advisory firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach based on Efficient Market and Modern Portfolio theories, emphasizing strategic asset allocation, global diversification, and primarily passive investment vehicles.
Series 65
Savannah, GA
Constant CashFlow, LLC
Brett Lewis is a Series 65-credentialed financial advisor based in Savannah, GA, with one year of experience at Constant CashFlow, LLC. Prior to advising, he has worked at Mohawk Industries since 2012. He is also licensed to sell insurance. Constant CashFlow, LLC serves individual and high-net-worth clients with discretionary portfolio management and standalone financial planning. The firm uses a mix of charting, fundamental, quantitative, and technical analysis, focusing on equities, ETFs, fixed income, and non-U.S. securities.
CFA®, Series 63
Savannah, GA
VDB Wealth
Andrew Vandenberg is a CFA® charterholder and Series 63 licensee based in Savannah, GA, with one year of experience in the financial advisory industry. He founded VDB Wealth LLC in 2025 after prior roles at Submittable, WeHero, Kingfish Group, and Ocean Road Advisors. VDB Wealth LLC is a small, independent advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory to create tailored portfolios and uses a range of investment strategies, including venture capital/private placements and uncovered options.
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