Wan Mccormick is a CFP-designated registered investment advisor at Reliable Alliance Financial, based in Fairfax, VA, with 18 years of industry experience. Wan 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, Investment Management, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly consultation - $250 per hour for modular financial planning services, including review, analysis, and report generation. A $50 deposit is required.
- Holistic financial planning - Project fee based on $225/hour, typically starting from $900. The fee depends on the complexity of the client's situation and the number of sessions required.
- Workshop fees - $50 to $300 per attendee, depending on the length of the event, the number and expertise of the presenters, and whether educational materials are provided. For workshops with an uncertain number of attendees, the fee is $250 per hour, including travel and preparation time.
Contact
Wan Mccormick
Location
10625 Jones Street, Suite 301A, Fairfax, VA, 22030
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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 Activities
Wan is a business consultant for a family business in Fairfax, VA, starting in 2023. This non-investment related activity may take about half of Wan's time each month.
Employment History
Current Registrations
Reliable Alliance Financial
Previous Registrations
Nestwise LLC
Veritat Advisors
Gold Coast Securities, INC.
Morgan Stanley
State Registrations3 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.
Exams