Anna Fanning
Anna Fanning is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Foxfield, CO, with 5 years of industry experience. Anna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B 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 | 2.50% |
Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.
Fee Estimator
Location
Foxfield, CO
Get directionsHistory
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
Anna works under G5 Financial Group, is a CPA, and works as a Registered Assistant for LP Finch and Associates, Inc. She is also an independent representative with various insurance carriers for fixed insurance business and owns AMFinancial LLC, a holding company, and is a Notary Public.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
State Registrations20 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
More Advisors
- Lawrence FinchGeneos Wealth Management, INC.
- Anthony Finch, CFPGeneos Wealth Management, INC.