M Warren is a CFP-designated registered investment advisor at Wealth Advisory Solutions, LLC, based in Zionsville, IN, with 25 years of industry experience. M operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 660 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cedar Wealth Partners charges up to 2.25% of your portfolio's value annually for investment management. This fee includes both the advisor fee and the investment management fee. The exact fee may be lower, depending on factors like the amount you invest and the complexity of your account. Financial planning is included at no additional cost for investment management clients.
Location
1630 W Oak St, Suite 201, Zionsville, IN, 46077
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 →Employment History
Current Registrations
Wealth Advisory Solutions, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.