Adam Waller is a registered investment advisor at Register Financial Advisors, LLC, based in Marietta, GA, with 6 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 433 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts above $2,000,001.
Fee Estimator
Location
707 Whitlock Ave SW Suite F3, Marietta, GA, 30064-3000
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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 →Employment History
Current Registrations
Register Financial Advisors, LLC
Register Financial Associates, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations13 states
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