S Markham
S Markham is a CFP, ChFC-designated registered investment advisor at Mh Wealth Management, based in Alpharetta, GA, with 20 years of industry experience. S operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting services are charged at an hourly rate of $250, which may be negotiated in advance.
- Fixed fees range from $1,500 to $25,000 depending on the complexity of the client’s financial situation, the number of accounts reviewed, and the breadth of non-investment planning topics required.
Location
3180 North Point Pkwy, Suite 107, Alpharetta, GA, 30005
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2017Other Business ActivitiesSells Insurance
S is a part-owner of MH Wealth Management, LLC and co-owner of MH Benefits, LLC (facilitating fixed insurance sales) and Markham & Hodges Properties, LLC (commercial real estate). S spends about 10-20% of their time on fixed insurance sales through MH Benefits, LLC.
Employment History
Current Registrations
Mh Wealth Management
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mh Wealth Management
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations15 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.