Mario Pizzamiglio is a CFP-designated registered investment advisor at Xypn Invest, based in McLean, VA, with 5 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
6731 Whittier Ave, Suite B-208, McLean, VA, 22101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mario is a principal at 6Accounting, LLC, a tax firm, working as a certified public accountant, dedicating about a quarter of his time. He also serves as a principal at Ardent Guardian, PC, a law office, where he drafts estate plans and provides general business legal advice, also dedicating about a quarter of his time.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Ardent Guardian Wealth Advisory, LLC
Blackhawk Wealth Advisory, LLC
Oneamerica Securities, INC.
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.