Raymond Reynolds
Raymond Reynolds is a CFP-designated registered investment advisor at Afs Wealth Management LLC, based in Watkinsville, GA, with 22 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
3651 Mars Hill Rd Suite 700, Watkinsville, GA, 30677
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
Raymond is a board member of Rural Roots Revival, Inc., dedicating minimal time. He is also a licensed insurance agent, a tax accountant with Acuff Financial Services, and a financial manager with Westminster Presbyterian Church, and an insurance agent with Crump Life Insurance.
Employment History
Current Registrations
Afs Wealth Management LLC
Previous Registrations
PFS Investments INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Milkie/ferguson Investments, INC.
Milkie/ferguson Investments, INC.Broker
Signal Securities, INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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.