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Advisor

Adam Van Wie

Strivus Wealth Partners · Jacksonville Beach, Florida

Adam Van Wie is a fee-only financial advisor at Strivus Wealth Partners in Jacksonville Beach, Florida, who holds the CFP credential. Strivus Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmStrivus Wealth Partners
Based in Jacksonville Beach, Florida
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$159.1M across 549 accounts
CredentialsCFP
Firm size4 employees
Websitevanwiefinancial.com
LinkedInProfile

How Adam Van's firm compares

  • Strivus Wealth Partners's average account is about $290,000, from its Form ADV (assets managed divided by 549 accounts).

What fee-only advisors charge in Florida

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Questions about Adam Van

Is Adam Van Wie a fee-only financial advisor?

Yes. Adam Van Wie is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Adam Van charge for financial advice?

Adam Van's firm, Strivus Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Adam Van Wie based?

Adam Van Wie is based in Jacksonville Beach, Florida.

What credentials does Adam Van Wie hold?

Adam Van Wie holds the CFP credential.

How much does Strivus Wealth Partners manage?

Strivus Wealth Partners reports $159.1M across 549 accounts in assets under management.

How do I contact Adam Van Wie?

Through Adam Van's website, vanwiefinancial.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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Where this information comes from

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