Mary Tomlin is a CFP-designated registered investment advisor at Tomlin Financial Advisors, INC., based in Norfolk, VA, with 18 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $60M 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 | 1.00% |
Fees are negotiable. Former Beach Financial Advisory clients may have a different fee schedule.
Fee Estimator
Location
Norfolk, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tomlin Financial Advisors, INC.
State Registrations2 states
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