Russell Stellfox
Russell Stellfox is a CFP-designated registered investment advisor at Iams Wealth Management, LLC, based in Tamaqua, PA, with 20 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,633 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees are negotiable. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year, billed at $8.33 per month.
Fee Estimator
Location
222 Center Street, Tamaqua, PA, 18252
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Russell is a licensed independent insurance agent selling fixed insurance products, and owns Senior Planning Group, selling fixed insurance products. These activities, combined with his role as a Registered Representative with Calton & Associates, take up nearly all of Russell's time.
Employment History
Current Registrations
Iams Wealth Management, LLC
Calton & Associates, INC.Broker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 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.