Adam Ariosa is a CFP-designated registered investment advisor at Sfg Wealth Management, based in Towson, MD, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,184 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG Wealth Management offers portfolio management services where the annual fee will not exceed 1.50%. The fee is calculated based on the value of your account and is billed quarterly in advance. The fee will be adjusted for deposits and withdrawals made during the quarter.
Location
1104 Kenilworth Drive, Towson, MD, 21204
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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
Adam referees lacrosse games, dedicating minimal time to this activity. He also receives commissions from Synergy Benefit Consultants and Crump Insurance for selling group health, life, and disability insurance, and provides investment advisory services through SFG Wealth Management, LLC, spending full-time hours on this.
Employment History
Current Registrations
Sfg Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 states
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