Isis Waites
Isis Waites is a CFP-designated registered investment advisor at Temperance Wealth Management, based in Atlanta, GA, with 7 years of industry experience. Isis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Temperance Wealth Management's affiliates may charge up to 1.95% annually for portfolio management. The specific fee schedule depends on the advisor. Fees charged by third-party platforms or managers are in addition to Temperance Wealth Management's fee. Fees are payable monthly or quarterly in advance. Adjustments for contributions are prorated, but withdrawals are not.
Location
Atlanta, GA
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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 ActivitiesSells Insurance
Isis is a licensed insurance agent, working with multiple companies. She receives compensation based on a percentage of the premium produced.
Employment History
Current Registrations
Temperance Wealth Management
Previous Registrations
Advocacy Wealth Management, LLC
Abg Financial Services, INC.
Polaris Wealth Management, LLC
Assetmark, INC.
Assetmark Brokerage, LLCBroker
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.