Jerry Firebaugh
Jerry Firebaugh is a CFP-designated registered investment advisor at Waynefirebaugh, INC., based in Roanoke, VA, with 26 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 274 clients with $81M 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 | 1.50% |
Fee is negotiable.
Fee Estimator
Location
111 W. Campbell Avenue, Sw, Suite 1B, Roanoke, VA, 24011
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
Jerry is a licensed insurance consultant since 2005, dedicating minimal time to this business. He is also the majority owner of Canvilytics LLC, a tax forecasting software company, spending nearly full-time hours on this venture since 2020.
Employment History
Current Registrations
Waynefirebaugh, INC.
Previous Registrations
Geneos Wealth Management, INC.
Cambridge Investment Reserarch, 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.