A complete list of active advisors currently associated with Investmark Advisory Group LLC
Warmer can help you find a great advisor at Investmark Advisory Group LLC or one who fits your needs even better.
Investmark Advisory Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), retirement plan sponsors, and owners of 529 college savings plans and health savings accounts. The firm offers both discretionary and non‑discretionary asset management, financial planning, fee‑based management of 529s and HSAs, and retirement plan consulting. The firm implements portfolios using a mix of model strategies and advisor‑directed allocations that include mutual funds, ETFs, individual securities and Dimensional Fund Advisors allocations, and it offers programs custodied through platforms such as SEI, Charles Schwab and National Financial Services. Investmark may engage third‑party sub‑advisers (for example, 55IP) for discretionary portfolio management and provides wrap‑fee program options, with the brochure describing how program and platform arrangements are used for ongoing monitoring and rebalancing. Distinctive disclosures in the brochure include a SEC enforcement history: the firm self‑reported share‑class selection issues and, in a March 11, 2019 settlement, consented to censure and payment of disgorgement of $93,519.17 plus prejudgment interest of $9,588.67. The brochure also highlights relationships that can create additional conflicts or fees that are less common among peers, including advisory representatives offering accounting services through an affiliated accounting practice and portfolio managers sharing program fees, and describes the firm’s processes for disclosing and overseeing those arrangements.
To learn more about the advisors currently working at Investmark Advisory 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.
You can also browse Investmark Advisory Group LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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