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CFP
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CFP

Kris Dwyer

Longview Wealth Management
44 Years of Experience
Atlanta, GA
Sells Insurance
View SEC Summary
View SEC Summary

Kris Dwyer is a CFP-designated registered investment advisor at Longview Wealth Management, based in Atlanta, GA, with 44 years of industry experience. Kris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,185 clients with $1.2B in assets under management.

Longview Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,185 clients
Average Client Portfolio
$973K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+1.00%

Fees are negotiable and vary by advisor and client situation. Alternative schedules such as breakpoint schedules or flat rates may apply depending on the agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5605 Glenridge Drive Suite 300, Atlanta, GA, 30342

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kris is an independent insurance agent since 1990, dedicating minimal time to insurance sales. Kris also works as a financial advisor for Longview Wealth Management and as a registered representative for MS Howells & Co, dedicating nearly full-time hours to each.

Employment History
Current Registrations
Longview Wealth Management
October 2005 - Present · 21 yrs
Previous Registrations
M. S. Howells & CO.Broker
January 2023 - December 2024 · 1 yr 11 mos
Cambridge Investment Research, INC.Broker
January 2007 - December 2022 · 15 yrs 11 mos
Financial Network CORP
April 2003 - October 2005 · 2 yrs 6 mos
Financial Network Investment Corporation
February 2003 - December 2006 · 3 yrs 10 mos
Financial Network Investment CorporationBroker
September 1994 - December 2006 · 12 yrs 3 mos
Keogler, Morgan & Company, INC.Broker
May 1989 - July 1994 · 5 yrs 2 mos
Financial Network Investment CorporationBroker
May 1986 - May 1989 · 3 yrs
Fsc Securities CorporationBroker
July 1982 - May 1986 · 3 yrs 10 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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