Adam Jefferis is a registered investment advisor at Retirement Planology, INC., based in Alexandria, VA, with 20 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 58 clients with $200M 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 | 0.55% |
Asset based fees range from 0.05% to 0.55% depending upon the size of the retirement plan client, the amount of services required and time estimated to be required. All clients are subject to a minimum annual fee of $3,500.
Fee Estimator
Location
600 Cameron Street, Suite 401, Alexandria, VA, 22314
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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 →Employment History
Current Registrations
Retirement Planology, INC.
Previous Registrations
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.