A complete list of active advisors currently associated with Angevine Financial Group, LLC
Warmer can help you find a great advisor at Angevine Financial Group, LLC or one who fits your needs even better.
Angevine Financial Group provides financial consulting to individuals — including high net worth clients — and to businesses. The firm offers advisory consulting on topics such as risk assessment, investment planning, financial organization, and decision-making, and refers clients to a third-party investment adviser (Osaic FA) for portfolio management; accounting services are provided through its affiliated CPA practice and the firm is licensed to offer insurance products. Rather than managing portfolios directly, Angevine does not exercise investment discretion or monitor the recommended manager’s performance and does not use percentage-of-assets-under-management fees for its consulting services. Its engagement model is referral- and fee-based: consulting is billed on an hourly basis and the firm discloses receipt of solicitor referral fees from Osaic FA and potential shared insurance commissions. The firm’s combination of affiliations and activities is atypical for peers: it is affiliated with an accounting firm and operates as a licensed insurance agency while also serving as a solicitor for an investment adviser. It serves a very small client base and expressly disclaims custody and portfolio-management responsibilities, distinguishing it from independent advisers that directly manage client assets and charge AUM fees.
To learn more about the advisors currently working at Angevine Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Annapolis, MD
| 15
|
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