POV Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only financial planning and asset management to individuals, families, trusts and businesses, offering ongoing wealth management, retirement-plan advisory, college funding and student loan planning, and 529 account services. It delivers both standalone financial planning engagements and discretionary portfolio management, and also makes optional educational seminars and a periodic newsletter available to clients.
Portfolio construction emphasizes diversified equity allocations across U.S. and international markets and across capitalization and style exposures using stocks, ETFs and mutual funds, while an uncorrelated sleeve may include fixed income, annuities, commodities and foreign exchange; the firm may also employ options strategies and technical analysis. Client profiles, investment objectives and risk tolerances are documented, clients may impose investment restrictions, and accounts are reviewed at least quarterly with rebalancing and tax-aware considerations as needed.
Noteworthy features for a firm of this size include an affiliated insurance brokerage and the advisor’s role as a licensed insurance agent, along with credentials as a college funding specialist and certified student loan professional — all disclosed as potential conflicts of interest. The firm’s provision of seminars/workshops, a client newsletter, and the ability to manage held-away employer retirement accounts via a third-party portal and administer 529 accounts through an investment program are services that are less common among similar independent advisors.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Investment Advisor Representative receives external compensation from sales of investment-related insurance products as licensed insurance agent; commissions received separately.
Hourly consulting fee of $250/hour for matters outside scope of personal financial planning services.
A monthly "base" fee for personal financial planning services ranging from $250 to $350 per month, negotiable.
Fee-only: Financial planning services base fee of $250 to $350 per month, negotiable; $250/hour for services outside scope.
Main office
Falls Church VA
Advisors at this office
1
Most active in
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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