AH
CFP · ChFC
AH
CFP · ChFC

Anthony W Hinds-Fritz

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
2,041 clients
Average Client Portfolio
$223K average
Assets Under Management
$456.1M
Loading...

Location

5950 Fairview Road, Suite 140, Charlotte, NC, 28210

Get directions

History

Regulatory History
Clean regulatory record

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

Anthony is an independent insurance agent since 2011, selling life, accident, and health insurance, dedicating a significant amount of time to this activity. He is also a sole member of Evolution Retirement Solutions, LLC, a boutique insurance agency, and a board member of the Financial Planning Association of Central NY, contributing minimal time to this role.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
January 2020 - Present · 6 yrs 1 mo
Innovation Partners LLC
May 2012 - Present · 13 yrs 9 mos
Innovation Partners LLCBroker
May 2012 - Present · 13 yrs 9 mos
Previous Registrations
Innovation Partners LLC
January 2015 - May 2021 · 6 yrs 4 mos
Innovation Partners LLC
October 2013 - October 2014 · 1 yr
Mutual of Omaha Investor Services, INC.Broker
March 2011 - April 2012 · 1 yr 1 mo
Metlife Securities INC.Broker
May 2010 - December 2010 · 7 mos
Hornor, Townsend & Kent, INC.Broker
July 2009 - February 2010 · 7 mos
State Registrations6 states
AZCTFLNCNYUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.