WMA Financial offers investment advice and financial services to individuals, high net worth individuals, trusts, small businesses, and churches. WMA Financial provides wealth management, selection of third-party money managers, and financial planning/consulting services. WMA Financial helps clients develop and execute plans designed to build and preserve wealth.
Assets Under ManagementN/A
Clients252
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
WMA Financial does not directly manage investments. Instead, they recommend third-party money managers. WMA Financial is paid a portion of the advisory fee that the third party money manager charges the client.
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