Formynder Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$215,825
Clients
8
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$26,978
About
Formynder Wealth Management provides fee-only financial planning and discretionary investment management to individual clients, including households and higher‑net‑worth individuals. Services include ongoing comprehensive financial planning, project‑based engagements, investment portfolio construction, and business‑planning consultations.
The firm applies Modern Portfolio Theory, passive allocations, and both fundamental and cyclical analysis to build portfolios using mutual funds, ETFs, and individual securities as appropriate for client objectives and constraints. Rather than using percentage‑of‑AUM billing, Formynder generally charges fixed flat fees and hourly/project fees, with limited options to deduct approved fees from custodial accounts.
Compared with many peers, Formynder manages a modest asset base across a small client roster, which the brochure frames as enabling hands‑on, ongoing planning that is integrated with investment management. The firm also emphasizes credentialing and military/veteran financial expertise (MQFP®) alongside CFP® certification, and offers customizable values‑based strategies such as biblically conscious investing.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Ongoing Wealth Management and Comprehensive Financial Planning fees are flat annual fees ranging from $2,400 to $10,000; Project-Based Financial Planning fees charged hourly ($200-$500/hr) but billed as fixed project fees based on hours
Project-based financial planning fees ranging from $200 to $500 per hour
Minimum fee: Annual flat fees ranging from $2,400 to $10,000 depending on client complexity Fee-only: Flat fee advisory services; no commissions or sales-related compensation
Main office location
Formynder Wealth Management, LLC
Fredericksburg VA, United States
Number of offices
1
Most active in
Formynder Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
540-360-3572
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