Elizabeth Mastromarino
Elizabeth Mastromarino is a registered investment advisor at Financial Planning Advisors INC., based in Wyomissing, PA, with 40 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 232 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.55% |
Fees are for portfolio management services through SWM accounts. Fees are billed on a pro-rata annualized basis quarterly in advance. FPA may negotiate alternative fees on a client-by-client basis. Annual fees for accounts managed through one of LPL’s sponsored advisory programs ranges from 0.55% to 3.0%. SEI’s annual fees for programs on their platform range from .20% to 1.5% of assets under management.
Fee Estimator
Location
1122 Penn Avenue, Wyomissing, PA, 19610
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1999Other Business ActivitiesSells Insurance
Elizabeth is a varsity assistant field hockey coach, spends about half her time on financial planning and outside RIA through Van Reed Wealth Management, and is an IAR with Van Reed Wealth Management, LLC. She also provides investment advisory services through Financial Planning Advisors, Inc., is a member of FPA Tax Services, LLC, and is involved with EGM WAM, LLC and Van Reed Acquisition.
Employment History
Current Registrations
Financial Planning Advisors INC.
LPL Financial LLC
LPL Financial LLCBroker
Van Reed Wealth Management LLC
Previous Registrations
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Sterling Financial Advisors, LLC
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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.