Kris Dwyer
Kris Dwyer is a CFP-designated registered investment advisor at Longview Wealth Management, based in Atlanta, GA, with 43 years of industry experience. Kris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,185 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LongView Wealth Management offers investment management services through wrap and non-wrap programs. Fees are negotiable and determined by the advisor based on factors like complexity and time required. Fees can be calculated using breakpoint, tier, or flat rate methods. The advisor may aggregate household accounts to help clients reach breakpoints for lower fees. Clients pay custodian fees and internal fund expenses in addition to advisory fees. Clients can terminate the agreement with a pro-rata refund.
Location
5605 Glenridge Drive Suite 300, Atlanta, GA, 30342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kris is an independent insurance agent since 1990, dedicating minimal time to insurance sales. Kris also works as a financial advisor for Longview Wealth Management and as a registered representative for MS Howells & Co, dedicating nearly full-time hours to each.
Employment History
Current Registrations
Longview Wealth Management
Previous Registrations
M. S. Howells & CO.Broker
Cambridge Investment Research, INC.Broker
Financial Network CORP
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Keogler, Morgan & Company, INC.Broker
Financial Network Investment CorporationBroker
Fsc Securities CorporationBroker
State Registrations1 state
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