Mary Winand is a CFP-designated registered investment advisor at The Financial Advisory Group, based in York, PA, with 9 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
After the first year of financial planning services, clients transition to a monthly financial consulting service billed according to hourly rates, depending on the complexity and scope of the plan.
- Cash flow plan — $2,000 for a focused review of income and expenses
- Retirement plan — $4,000 for retirement income projections and strategy
- Comprehensive plan — $6,000 (with an annual retainer minimum of $3,500) covering all major financial planning areas
- Hourly consulting — $300 per hour for Certified Financial Planner professionals and $100 per hour for staff
Location
45 Wyntre Brooke Drive, York, PA, 17403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mary operates The Financial Advisory Group as a DBA for her LPL business and provides financial planning and consulting services through the same group as a Registered Investment Advisor, where she is also the Chief Compliance Officer. Mary also owns rental real estate property, dedicating minimal time to it.
Employment History
Current Registrations
The Financial Advisory Group
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 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
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