Adam D. Van Wie, CFP® Van Wie Financial
- 1538 The Greens Way, Suite 105, Jacksonville Beach, FL 32250
- (904) 685-1505
- nqnz@inajvrsvanapvny.pbz
- http://www.vanwiefinancial.com/
About Adam D. Van Wie, CFP®
Hello. I’m Adam Van Wie, and I started Van Wie Financial with my father, Steven Van Wie, in order to help other families plan for their financial futures. As a member of Gen X with a young family myself, I know that it can be complicated to balance the demands of careers, children, saving, spending, and the million other demands on your time and money. I want to help take your financial concerns away and leave you more time to concentrate on what is really important to you.
At Van Wie Financial, we are fee-only, fiduciary financial advisors with over 20 years of combined experience in this field. We are truly independent, and wouldn’t have it any other way.
We host a weekly radio show at 10 AM every Saturday morning on WBOB in the Jacksonville market. The show can also be found on the internet, and commercial-free podcasts are available on our website or on iTunes. This is great way to get a feel for what we are all about if you are considering hiring a financial planner.
Recently Published
This advisor has no recent blog posts.Ideal Clients
- Business Owners
- Gen X
- Intergenerational Families
- Mid-Career Professionals
Ways Advisor Charges
- Quarterly Fee
- Hourly
- Assets Under Management
Fee Options
- AUM: 1%+
- Monthly Fee: $150+
- Hourly Rate: $200+
SEC Records
States Registered
- Florida
