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Credentials
Series 66
Experience Industry experience
19 years
Location
Hermitage, PA 16148
Benjamin F. Edwards & Company, Inc.
Enterprise
Kirk Messett is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.
Based on Benjamin F. Edwards & Company, Inc.
Based on Benjamin F. Edwards & Company, Inc.
Financial Planning negotiable flat fees; Plan Participant Consulting one-time fees with $200 minimum
$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $500,001 - $1,000,000: 1.00% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $1,000,001+: 0.75% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $0 - $250,000: 2.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $250,001 - $500,000: 1.75% (Exchange Traded Fund Portfolios - Confluence, First Trust) $500,001 - $1,000,000: 1.50% (Exchange Traded Fund Portfolios - Confluence, First Trust) $1,000,001+: 1.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $0 - $250,000: 1.75% (Exchange Traded Fund Portfolios - Morningstar) $250,001 - $500,000: 1.50% (Exchange Traded Fund Portfolios - Morningstar) $500,001 - $1,000,000: 1.25% (Exchange Traded Fund Portfolios - Morningstar) $1,000,001+: 1.00% (Exchange Traded Fund Portfolios - Morningstar) $0 - $100,000: 1.25% (Exchange Traded Fund Portfolios - BFE models) $100,001 - $350,000: 1.00% (Exchange Traded Fund Portfolios - BFE models) $350,001+: 0.75% (Exchange Traded Fund Portfolios - BFE models) $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% (Client Portfolios) $500,001 - $1,000,000: 1.25% (Client Portfolios) $1,000,001 - $2,500,000: 1.00% (Client Portfolios) $2,500,001 - $5,000,000: 0.65% (Client Portfolios) $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% (Private Portfolios) $500,001 - $1,000,000: 1.50% (Private Portfolios) $1,000,001 - $2,500,000: 1.25% (Private Portfolios) $2,500,001 - $5,000,000: 0.85% (Private Portfolios) $5,000,001+: 0.75% (Private Portfolios) $0 - $500,000: 2.75% Equity / 1.25% Fixed Income (Separately Managed Portfolios) $500,001 - $1,000,000: 2.25% Equity / 1.15% Fixed Income (Separately Managed Portfolios) $1,000,001 - $2,500,000: 1.75% Equity / 1.00% Fixed Income (Separately Managed Portfolios) $2,500,001+: 1.25% Equity / 0.85% Fixed Income (Separately Managed Portfolios) $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (Unified Managed Account) $1,000,001 - $2,500,000: 1.25% (Unified Managed Account) $2,500,001+: 1.00% plus manager cost 0.00% to 0.50% (Unified Managed Account)
Brokerage accounts with transaction-based commissions; commissions refunded if advisory account more appropriate.
Financial Planning hourly rate $300/hour
Plan Participant Consulting may be charged as annual flat fee or based on plan value, minimum $200, max 1% of plan value
Account minimum: $5,000 Minimum fee: $125 minimum annual fee applies to all investment advisory accounts Fee-only: Financial Planning: $300/hour or negotiable flat fee; Retirement Plan Consulting, Investment Management Consulting, and Plan Participant Consulting fees are negotiable and depend on services provided.
Hermitage, PA
2500 Highland Road, Suite 107
Hermitage PA 16148
Advisors at this office
2
Pennsylvania
19 years of industry experience
Benjamin F. Edwards
2022 - Present • 4 years
Hermitage, PA
Raymond James & Associates
2015 - 2022 • 7 years
Hermitage, PA
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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®, Series 66
Cortland, OH
Family Financial Planning, LLC
Diana Palmer is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Family Financial Planning, LLC in Cortland, Ohio. She has been with Family Financial Planning since 2006 and also maintains roles at Walnut Street Securities Inc and her own CPA firm, Diana L Palmer CPA Inc. Family Financial Planning, LLC is an independent, fee-only practice offering holistic financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm emphasizes asset-class selection, diversified and tax-aware allocation, and generally employs a non-discretionary portfolio management approach integrated with ongoing tax considerations.
Series 65
Youngstown, OH
Masdevallia LLC
Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with eight years of industry experience. He has worked at Masdevallia LLC since 2017 and concurrently holds a full-time position at Comcast. Masdevallia LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, tailoring investment policy statements to client goals and risk tolerance. The firm integrates registered insurance services with investment advisory work, employs a mix of index funds and various investment strategies including options, and provides regular reporting and disclosures to clients.
Series 63
Hermitage, PA
Legacy Advisory Group, Inc.
David Gollner is a financial advisor at Legacy Advisory Group, Inc. with 43 years of industry experience. He holds a Series 63 designation and has been associated with Legacy Financial Strategies, Inc. since 2004. Outside of his advisory role, he serves as president of Legacy Educational Institute, Inc., a 501(c)(3) nonprofit that hosts a weekly Christian radio program. Legacy Advisory Group provides investment management and consulting services to pooled investment vehicles, institutional mandates, and individual clients. The firm combines traditional and alternative asset allocations with ongoing monitoring, due diligence on sub-advisors, and offers both discretionary and non-discretionary portfolio management.
CFP®, ChFC®, Series 65
Hermitage, PA
Matune Basile Advisors
Andrew Pursel is a CFP® and ChFC® affiliated with Matune Basile Advisors, with seven years of industry experience. He has worked at Matune Basile Advisors since 2017, with prior roles at DiNuzzo Index Advisors, Inc., IPEG, Inc., Robert Morris University, and Avalon Gold and Country Club. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm uses a range of analytical methods to construct customized portfolios focused on long-term horizons and manages approximately $342.6 million for about 245 clients.
CFP®, Series 63
Youngstown, OH
G. Earl Mowrey & Co., L.L.C.
George Mowrey is a CFP®-designated financial advisor with 36 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2007, where he serves as one of two advisors. Outside of his advisory work, he owns a rental property business that he manages during non-securities trading hours. G. Earl Mowrey & Co., L.L.C. provides fee-only financial planning and portfolio management services to individual clients, including both high-net-worth and non-HNW households. The firm employs a non-discretionary management approach with globally diversified portfolios primarily composed of mutual funds and ETFs, serving approximately 141 clients and managing around $43 million in assets.
CFP®, Series 65
Youngstown, OH
G. Earl Mowrey & Co., L.L.C.
Christopher Copploe is a CFP®-certified financial advisor with 13 years of experience, currently practicing at G. Earl Mowrey & Co., L.L.C. in Youngstown, OH, where he has worked since 2013. His role focuses on providing comprehensive financial planning and portfolio management. G. Earl Mowrey & Co., L.L.C. is a small, fee-only advisory firm serving individual investors, including high-net-worth households. The firm manages approximately $41 million in client assets, utilizing globally diversified portfolios composed of mutual funds and ETFs, and employs a predominantly non-discretionary approach to portfolio management.
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