Edwin Cummer
Edwin Cummer is a CFP-designated registered investment advisor at Ironbridge Wealth Counsel, LLC, based in Boone, NC, with 26 years of industry experience. Edwin 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, Retirement Planning, and 1 more. Their firm serves 31 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Ironbridge Wealth Counsel offers ongoing financial planning services for clients with complex needs. They provide an initial financial plan and revisit areas like estate planning, retirement planning, and investment planning throughout the year via scheduled meetings, calls, or emails. The fee is a monthly charge based on an agreed-upon percentage of the initial financial planning fee.
Ironbridge Wealth Counsel offers one-time financial planning and consulting services. The fee ranges from $2,500 to $75,000, depending on the complexity of the process, the issues addressed, and the scope of services provided.
Location
Boone, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Employment History
Current Registrations
Ironbridge Wealth Counsel, LLC
Previous Registrations
Edwin R. Cummer, LLC
Cain, Watters & Associates, P.L.L.C.
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.