Bart Adrian Zandbergen

CFP

Axxcess Wealth Management, LLC

33 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Axxcess Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

8,726 clients

Average Client Portfolio

$725K average

Assets Under Management

$6.3B

Fee Structure

Financial Planning:Included in AUM fee

Location

32322 South Coast Hwy Suite C, Laguna, CA, 92651

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History

Regulatory History (1)

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Customer Dispute

May 2012

Settled

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Other Business ActivitiesSells Insurance

Bart operates his securities and advisory business under the name The Zandbergen Group. He is also licensed in life and health insurance, is a Certified Divorce Financial Analyst, and performs intermittent, unpaid modeling work for magazines.