Formynder Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to individual and high-net-worth clients through ongoing wealth management, comprehensive planning, and project-based engagements. As a small, fee-only independent advisory practice led by a single adviser, it works directly with clients on retirement planning, investment analysis, business planning, risk management, and related financial topics.
Unlike many peers, the firm does not charge percentage-of-assets (AUM) fees and instead uses a flat-fee pricing model for its ongoing and project-based services, with billing in arrears and options for direct billing or custodian fee deduction. Its investment approach centers on asset allocation and long-term, largely passive strategies (with the ability to hold long- or short-term positions as appropriate) and can incorporate biblically conscious investment screens when clients request values-based portfolios.
Distinctive features include bundled tax coordination for ongoing clients and an arrangement whereby the firm will direct clients without a tax professional to an unaffiliated tax-preparation firm and pay for that service as part of the advisory fee, a practice the brochure discloses as a potential conflict of interest. The principal’s military background and an associated educational podcast aimed at service members, veterans, and their families are additional atypical elements that may shape the firm’s client focus and expertise.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Ongoing Wealth Management and Comprehensive Financial Planning fees are fixed annual flat fees ranging from $2,400 to $10,000 billed monthly in arrears; project-based planning fees also charged as flat fees based on hourly rates.
Project-based financial planning engagements range from $200 to $500 per hour depending on complexity.
Fee-only: Fixed flat fees ranging from $2,400 to $10,000 annually depending on client complexity; project-based financial planning fees of $200-$500 per hour.
Main office
Fredericksburg VA
Advisors at this office
1
Most active in
Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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