Buchanan Wealth Management
Buchanan Wealth Management (CRD# 316629) is a financial advisory firm headquartered in Reston, VA. They manage $136,676,445 in 402 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management137MILLION
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Total Number of Accounts402ACCOUNTS
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Average Account Value$339,991
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, FL, MD, TX, VA
Financial Advisors at Buchanan Wealth Management
1
Matthew Buchanan (CRD# 4557312) is an Investment Advisor Representative working at Buchanan Wealth Management in Reston, VA and has over 21 years of experience in the finance industry.
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