Derek Mohar is a registered investment advisor at Mohar Financial Planning, based in Oilville, VA, with 10 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 30 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Mohar Financial Planning offers an annual planning contract that includes a full financial plan and follow-up quarterly meetings. Mohar Financial Planning is available throughout the year to answer questions.
Mohar Financial Planning will work with clients for a flat fee to work on one specific item. These engagements will not typically have regular quarterly follow-ups unless specified in the contract.
Location
Oilville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mohar Financial Planning
State Registrations1 state
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