Formynder Wealth Management, LLC
Fredericksburg, Virginia
Formynder Wealth Management, LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $43,000 (assets it manages divided by its 5 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Fredericksburg, Virginia |
|---|---|
| Website | 4myndr.com |
| [email protected] | |
| Phone | (540) 360-3572 |
Questions about Formynder Wealth Management, LLC
How is Formynder Wealth Management, LLC paid?
Formynder Wealth Management, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Formynder Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Formynder Wealth Management, LLC.
What is the average account at Formynder Wealth Management, LLC?
Formynder Wealth Management, LLC's average account is about $43,000. That's the assets on its Form ADV divided by its 5 accounts.
What does Formynder Wealth Management, LLC specialize in?
Formynder Wealth Management, LLC's advisors and website list flat-fee planning, retirement planning, tax planning and estate & legacy planning.
Is Formynder Wealth Management, LLC accepting new clients?
Yes, according to Formynder Wealth Management, LLC's website, checked October 28, 2026.
Formynder Wealth Management, LLC fees
Formynder Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 8 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 335858 |
Advisors at this firm (1)
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