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 65
Experience Industry experience
< 1 year
Location
Leonardtown, MD 20650
Retirement Management Systems
Team
William Alexander is a Series 65-licensed advisor at Retirement Management Systems with one year of industry experience. His background includes roles at Oak Wealth Partners, NCSA, and various educational and sports organizations. Retirement Management Systems provides savings plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting to individual retirement plan participants and sponsors. The firm manages nearly $1.9 billion in assets across over 4,000 accounts, using a risk-based, model-driven approach with standardized portfolios and custodial processes.
Based on Retirement Management Systems
Based on Retirement Management Systems
Financial Planning fees up to $2,500; Consultation services flat fees negotiated case-by-case; Educational seminar fees range from $0 to $10,000
0.10% to 0.85% per year (asset-based Program Fee); alternatively flat fee $100 to $2,500 annually
Consultation services hourly rate ranging from $250 - $500 per hour
Minimum fee: Enrollment Fee of $1,000 (currently waived but may be reinstated), plus Program Fee flat fee ranging from $100 to $2,500 or asset-based fee ranging from 0.10% to 0.85% annually Fee-only: Assets under management fees: negotiable percentage of market value; Financial Planning fees: typically $0 to $2,500, negotiable; Consultation services: hourly rates $250 to $500 or flat fee negotiated; Plan Sponsor Consulting: 0.05% to 0.50% of plan assets, minimum $1,500
Leonardtown, MD
41615 Park Avenue, Suite 115
Leonardtown MD 20650
Advisors at this office
3
Maryland
< 1 year of industry experience
Retirement Management Systems, Inc.
2026 - Present • 1 year
Leonardtown, MD
Oak Wealth Partners
2026 - Present • 1 year
Leonardtown, MD
NCSA
2025 - 2026 • 1 year
Riva, MD
Betting Hero
2024 - 2025 • 1 year
Baltimore, MD
Louisiana State University
2023 - 2024 • 1 year
Shreveport, LA
HoganLax
2023 - 2023 • 1 year
Hanover, MD
University of South Carolina
2022 - 2023 • 1 year
Columbia, SC
The Gold Club at South River
2016 - 2022 • 6 years
Edgewater, MD
South River High School
2016 - 2019 • 3 years
Edgewater, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Verified by Warmer
Series 63, Series 65
Mechanicsville, MD
Avadim: Financial, Limited Liability Company
Antonio Batiste is a financial advisor at Avadim: Financial, Limited Liability Company with Series 63 and Series 65 credentials and over one year of experience in the financial services industry. His prior roles include positions at Northwestern Mutual Investment Management and JD Power via Kforce Staffing. Outside of his advisory work, he is involved with A Healthy Peace of Mind LLC, a business he has been associated with since 2024. Avadim: Financial provides financial planning and investment advisory services to individuals, families, and small-to-medium sized businesses, using a three-phase planning process combined with risk assessment to guide investment recommendations. The firm offers both non-discretionary advice and discretionary portfolio management only after clients complete its planning intake and serves working-class clients with a variety of payment options.
Series 66
Solomons, MD
Fountainhead Fiduciary, LLC
Benjamin Barbour is a financial advisor with Fountainhead Fiduciary, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Kalos Capital, Inc. and Arete Wealth Management, LLC. He is also a partner in Fountainhead Tax, LLC, where he provides tax planning and business operations oversight. Fountainhead Fiduciary, LLC is a state-registered investment adviser serving a limited number of clients with discretionary investment management, third-party manager selection, comprehensive financial planning, and estate-planning support. The firm employs a variety of fundamental, quantitative, technical, and macroeconomic strategies and offers insurance recommendations through an affiliated agency.
Series 65
Lexington Park, MD
Deak Reynolds Company
Edward Reynolds is the sole advisor at Deak Reynolds Company, an independent firm based in Lexington Park, MD. He holds a Series 65 designation and has 24 years of industry experience. In addition to his advisory role, Reynolds maintains a private law practice as a sole practitioner. Deak Reynolds Company provides discretionary investment management and limited consulting services to individuals and high-net-worth clients. The firm constructs personalized asset allocations using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, charting, and cyclical analysis to support both long- and short-term investment strategies.
CFP®
California, MD
BMSS Wesson Wealth Solutions
Abigail Waddell is a CFP® professional with four years of industry experience, currently serving as an advisor at BMSS Wesson Wealth Solutions. She has been with the BMSS family of firms since 2015, including BMSS, LLC and its affiliated entities. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates investment management with accounting and consulting services through its parent company, BMSS LLC, and emphasizes tailored portfolio implementation supported by affiliated registered advisers and advanced reporting platforms.
Series 65
California, MD
Innovative Wealth Building LLC
Joseph Chavel is a financial advisor with Innovative Wealth Building LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at NAVAIR and PAE, as well as service in the United States Marine Corps. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations, employing long-term strategies grounded in fundamental analysis and modern portfolio theory.
Series 63, Series 65
California, MD
Innovative Wealth Building LLC
Jennifer Hill is a financial advisor at Innovative Wealth Building LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and First Command. Hill is also an independent licensed insurance agent, occasionally offering insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, employing long-term investment strategies grounded in fundamental analysis and modern portfolio theory.
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