Fonville Wealth Management LLC

Fonville Wealth Management LLC (CRD# 155221) is a financial advisory firm headquartered in Glen Allen, VA. They manage $20,560,688 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $285,565
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
  • 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.

VA

Financial Advisors at Fonville Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Katherine S. Fonville
CRD#: 4802005
4870 Sadler Road, Suite 300, Glen Allen, VA 23060
93
Wealthminder
score

Katherine Fonville (CRD# 4802005) is an Investment Advisor Representative working at Fonville Wealth Management LLC in Glen Allen, VA and has over 13 years of experience in the finance industry.

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