Yes, we can work with clients all over the country*. We have the ability to meet virtually (via Zoom, Skype, Google Hangout, and FaceTime) and share data using the latest security features. With just one click you'll be able to view our computer screen and connect to the audio through your headset or telephone.
No. There are no minimum account sizes or net worth requirements. That is what you are paying us for, right? To grow your wealth and net worth! We want to build you a sound financial plan and get you working right away towards wealth creation.
Our initial meeting is complimentary, enabling us both to ensure we’re a good fit for each other.
Great! Please head over to our contact page and give us a call or email. We look forward to meeting with you!
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
The Accredited Portfolio Management Advisor℠, or APMA®, administered by the College for Financial Planning, is a professional designation for financial professionals designed to educate advisors on the finer points of portfolio creation, augmentation, and maintenance.
The CAP® designation, administered by the Irwin Graduate School of The American College, conducts courses in philanthropy covering various impacts of planning for family wealth, charitable giving, and gift planning for nonprofits.
We know these terms can get confusing, but this is an important question. Felton & Peel operates like a “fee-only” firm within its financial planning and asset management services. But because we are also a licensed insurance agency, we cannot be considered 100% fee-only as fixed insurance products can pay commissions, hence the term fee-based.
A fiduciary is someone in a position of trust and confidence that must place the interests of those he or she serves ahead of their own. As CFP® professionals we are bound to a fiduciary standard, which you can read here.
Felton & Peel Wealth Management, Inc. is an Investment Advisor that is registered to conduct business in the states of Georgia and New York. We also operate in other states pursuant to regulatory exemptions. Our firm is subject to advisory regulations.
One important question you should always ask when considering a firm’s services is: “May I please have a copy of your Form ADV Part 2?” This document contains meaningful disclosures about the firm’s business practices, conflicts of interest, fiduciary duties, as well as background information about the firm and its personnel. If a firm does not offer this document, ask for details on any and all charges you are likely to incur at engagement and annually thereafter.
The term “Registered Investment Advisor” does not imply any level of skills or training.
If you're looking for a firm that can "beat" the stock market, or you're interested in trying to time the market, we are probably not a good fit for each other. We believe that wealth is created through patience and discipline over the course of many years, and making sure that we meet or exceed the financial goals outlined in your financial plan.