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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
After the first year of financial planning services, clients are transitioned to a monthly financial consulting service based on an hourly rate.
- Cash Flow Plan: $2,000
- Retirement Plan: $4,000
- Comprehensive Plan: $6,000
Location
45 Wyntre Brooke Drive, York, PA, 17403
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
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.