Rachael Holcomb is a registered investment advisor at Wmg Financial Advisors, LLC, based in Knoxville, TN, with 6 years of industry experience. Rachael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,655 clients with $690M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
620 Mabry Hood Road, Suite 101, Knoxville, TN, 37932
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 Activities
Rachael is an investment advisor representative (IAR) with Head Investment Partners, focusing on financial planning and investments, including 401k plans. This activity takes nearly all of Rachael's time.
Employment History
Current Registrations
Wmg Financial Advisors, LLC
Previous Registrations
Osaic Advisory Services, LLC
Cosey Financial Services, 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.