Zachariah Spicer
Zachariah Spicer is a registered investment advisor at Amfg Wealth Management LLC, based in Ashland, OH, with 17 years of industry experience. Zachariah 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, High Net Worth, and 4 more. Their firm serves 634 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMFG Wealth Management charges a percentage of your portfolio's value each year. The specific percentage ranges from 0.12% to 1.75% depending on the amount of your assets. The final fee schedule is outlined in your Investment Policy Statement. Fees are negotiable. AMFG Wealth Management may direct clients to third-party investment advisors, and will be compensated via a fee share from those advisors.
Location
925 Ridge Road, Ashland, OH, 44805
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
Zachariah sells fixed insurance products, including life, disability, annuities, and long-term care insurance, as a life insurance agent with WestPoint Wealth Management LLC, dedicating about 10-20% of his time. Zachariah also owns ZJS Real Estate Investments, LLC, which involves real estate and rental properties, but this requires minimal time.
Employment History
Current Registrations
Amfg Wealth Management LLC
Previous Registrations
Liberty Partners Financial Services, LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.