Buchanan Wealth Management

Buchanan Wealth Management (CRD# 316629) is a financial advisory firm headquartered in Reston, VA. They manage $108,735,361 in 386 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
11710 Plaza America Drive, Suite 2000, Reston, VA 20190
https://www.linkedin.com/company/buchanan-wealth-management/
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    386
    ACCOUNTS
  • Average Account Value
    $281,698
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
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.

DC, FL, MD, TX, VA

Financial Advisors at Buchanan Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Buchanan, financial advisor Reston VA
Matthew S. Buchanan
CRD#: 4557312
11710 Plaza America Drive, Suite 2000, Reston, VA 20190

Matthew Buchanan (CRD# 4557312) is an Investment Advisor Representative working at Buchanan Wealth Management in Reston, VA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals