About Homestead Wealth Management
Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
The LPL investment advisor representatives offer securities and advisory services through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
See Disclosures
General Information
Firm Start Year
2020
No. of Employees
10-19
Firm CRD#
6413
Insurance License#
CA Insurance Lic. #0819047
Name of Broker/Dealer
LPL Financial
States Licensed in
CA
Number of Years with Current Firm
7
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Risk Management, Financial Planning for Individuals, Money Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management
Compliance
Registered Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®, AIF®, CIMA®
Securities Licenses
Series 63, Series 7, Series 65, Series 66
Insurance and Annuity Licenses
Annuity, Variable Annuity, Life, Disability
Firm Information
Firm's Number of Clients
184
Assets Managed by Firm
108,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Flat Fee, Hourly, Based on Assets, Commissions
Fee % Based on Assets
.93%
Disclosures
FinancialPlanners.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialPlanners.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialPlanners.net cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf