Joshua Mason is a CFP-designated registered investment advisor at Wbh Advisory, INC., based in Clarksburg, MD, with 20 years of industry experience. Joshua 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, Insurance Planning, and 3 more. Their firm serves 746 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
New clients pay an annual percentage between 0.45% and 1.20% based on various factors. Subject to a minimum annual advisory fee of $6,000 for new clients.
Fee Estimator
Location
Clarksburg, MD
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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 →Employment History
Current Registrations
Wbh Advisory, INC.
Previous Registrations
Congress Wealth Management LLC
Pinnacle Advisory Group, INC.
H. Beck, INC.
State Registrations2 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.
Exams
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