Peter Wyrough is a CFP-designated registered investment advisor at Dmk Advisor Group, INC., based in Annapolis, MD, with 40 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 298 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
2444 Solomons Island Rd., Ste. 212, Annapolis, MD, 21401
Get directionsHistory
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
Peter is forming a company to develop and sell financial software, dedicating a few hours per week. He also serves as a trustee providing investment advisory services for a relative's children, and transacts insurance products through DMK Advisor Group for a few hours per week.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Valuewealth Services, LLC
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Dmk Advisor Group, INC.
The Institute
Institute for Wealth Advisors, INC.
Sowell Management Services
Purshe Kaplan Sterling InvestmentsBroker
Concert Wealth Management
Brokersxpress LLC
Brokersxpress LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Johnston, Lemon & CO. IncorporatedBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.