Arnett Carbis Toothman Wealth Advisors LLC

Arnett Carbis Toothman Wealth Advisors LLC (CRD# 119092) is a financial advisory firm headquartered in Charleston, WV. They manage $280,077,497 in 679 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    280
    MILLION
  • Total Number of Accounts
    679
    ACCOUNTS
  • Average Account Value
    $412,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, OH, PA, TX, WV

Financial Advisors at Arnett Carbis Toothman Wealth Advisors LLC
Showing 1 - 9 of 9 top financial advisors.
1
Corey E. Altman
CRD#: 6134311
2599 Wilmington Road, Suite 100, New Castle, PA 16105
100
Wealthminder
score
Corey Altman (CRD# 6134311) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in New Castle, PA and has over 3 years of experience in the finance industry.
2
Cindy S. McGhee
CRD#: 4199711
101 Washington Street East, P.o. Box 2629, Charleston, WV 25329
93
Wealthminder
score

Cindy McGhee (CRD# 4199711) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in Charleston, WV and has over 17 years of experience in the finance industry.

3
Jerry A. Slone
CRD#: 4818260
101 Washington Street, East, Charleston, WV 25301
93
Wealthminder
score

Jerry Slone (CRD# 4818260) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in Charleston, WV and has over 13 years of experience in the finance industry.

4
Gary L. Swingle
CRD#: 4313916
101 Washington Street East, Charleston, WV 25301
93
Wealthminder
score

Gary Swingle (CRD# 4313916) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in Charleston, WV and has over 16 years of experience in the finance industry.

5
William H. McKee
CRD#: 4506518
101 Washington Street East, Charleston, WV 25301
90
Wealthminder
score

William McKee (CRD# 4506518) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in Charleston, WV and has 1 year of experience in the finance industry. William McKee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brittney M. Miller
CRD#: 6058531
101 Washington Street, East, Charleston, WV 25301
90
Wealthminder
score

Brittney Miller (CRD# 6058531) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in Charleston, WV and has over 5 years of experience in the finance industry.

7
Nicholas J. Oxley
CRD#: 5999472
101 Washington Street, East, Charleston, WV 25301
90
Wealthminder
score

Nicholas Oxley (CRD# 5999472) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in Charleston, WV and has over 6 years of experience in the finance industry.

8
Michael S. Bshero
CRD#: 5997336
2599 Wilmington Road, Suite 100, New Castle, PA 16105
87
Wealthminder
score

Michael Bshero (CRD# 5997336) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in New Castle, PA and has 1 year of experience in the finance industry.

9
Christopher Erlewine
CRD#: 4570754
101 Washington Street, East, Charleston, WV 25301
86
Wealthminder
score

Christopher Erlewine (CRD# 4570754) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in Charleston, WV and has over 15 years of experience in the finance industry. Christopher Erlewine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.