Mark Ashford
Mark Ashford is a registered investment advisor at Wmg Financial Advisors, LLC, based in Morristown, TN, with 28 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,655 clients with $690M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
923 West 1st North Street, Morristown, TN, 37814
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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 →Other Business ActivitiesSells Insurance
Mark is an agent and owner of Legacy Wealth Management and The Ashford Group, offering insurance-related products and financial planning advice, as well as accident/health, disability, annuity, long-term care, group benefits, and life insurance products. He also serves as a successor power of attorney and manages the health and financial affairs for relatives, dedicating minimal time to these responsibilities.
Employment History
Current Registrations
Wmg Financial Advisors, LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Independent Advisers Group CORP
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
J.J.B. Hilliard, W.L. Lyons, 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.