Courtney Sindelar
Courtney Sindelar is a registered investment advisor at World Investment Advisors, LLC, based in Tysons Corner, VA, with 20 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
1751 Pinnacle Drive, Suite 600, Tysons Corner, VA, 22102
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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
Courtney works for Johns Hopkins University Applied Physics Lab as a Retirement Plans Administrator, dedicating about half of her time to payroll and education campaigns. Courtney is also a licensed Life & Health Insurance agent, but is not currently selling insurance.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Kestra Investment Services, LLCBroker
MML Investors Services, INC.Broker
Princor Financial Services CorporationBroker
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.