A complete list of active advisors currently associated with The Fintel Group LLC
Warmer can help you find a great advisor at The Fintel Group LLC or one who fits your needs even better.
The Fintel Group, LLC provides fee-only financial planning and business administrative consulting to individuals, couples, and small businesses, offering comprehensive and modular planning engagements tailored to clients’ goals. The firm states it has no asset minimums and delivers fixed-fee comprehensive plans as well as hourly modular and ongoing support. The firm’s investment guidance emphasizes long-term, buy-and-hold strategies, asset diversification, dollar-cost averaging, and the use of low-cost mutual funds, with advice tailored to a client’s age, risk tolerance, time horizon, and financial resources. Typical planning engagements run one to three months and include implementation support during the engagement; ongoing work after plan delivery is billed hourly. Compared with many independent advisors, The Fintel Group does not provide portfolio management, custody, discretionary trading, or percentage-of-AUM and performance-based fee arrangements, instead focusing on written plans and consulting for fixed fees and hourly charges. The owner maintains full-time employment outside the firm, holds a Virginia health/life/annuity examination, and the firm notes it does not accept commissions; it also offers occasional educational workshops and business consulting services.
To learn more about the advisors currently working at The Fintel 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 |
|---|---|---|
Woodbridge, VA
| 9
|
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