CM
CFP
CM
CFP

Clinton Mann

8 Years of Experience
Virginia Beach, VA
BrokerSells Insurance

Clinton Mann is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Virginia Beach, VA, with 8 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

Virginia Beach, VA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Clinton works as an agent for AGIA selling non-securities insurance products. This requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
August 2017 - Present · 8 yrs 9 mos
VALIC Financial Advisors, INC.Broker
June 2017 - Present · 8 yrs 11 mos
VALIC Financial Advisors, INC.
June 2017 - Present · 8 yrs 11 mos
State Registrations4 states
FLNCVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.