Arden Widmann
Arden Widmann is a CFP-designated registered investment advisor at Widmann Financial Services, based in Bowie, MD, with 37 years of industry experience. Arden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 509 clients with $390M 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 | 1.75% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Generally, your annual fee is based on an aggregate value of all managed accounts within your established household.
Fee Estimator
Location
4321 Northview Drive, Bowie, MD, 20716
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Arden is an adjunct faculty member teaching estate planning, and owns retail and residential rental properties. Arden also sells fixed insurance and is the President and Co-Owner of Widmann Financial Services, an entity created for operating a securities business, dedicating nearly all of their time to it.
Employment History
Current Registrations
Widmann Financial Services
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Carey Jamison & CompanyBroker
State Registrations27 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.