Adam D. Van Wie, CFP® Van Wie Financial

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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.

 

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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

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