Motley Fool Wealth Management, LLC

Motley Fool Wealth Management, LLC (CRD# 165689) is a financial advisory firm headquartered in Alexandria, VA. They manage $1,348,958,845 in 3,868 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,349
    MILLION
  • Total Number of Accounts
    3,868
    ACCOUNTS
  • Average Account Value
    $348,748
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Motley Fool Wealth Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Ross S. Anderson
CRD#: 5483452
2000 Duke Street, Suite 275, Alexandria, VA 22314
96
Wealthminder
score

Ross Anderson (CRD# 5483452) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 9 years of experience in the finance industry. Ross Anderson 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.

2
Sean F. Gates
CRD#: 5320621
2000 Duke Street, Suite 275, Alexandria, VA 22314
96
Wealthminder
score

Sean Gates (CRD# 5320621) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 9 years of experience in the finance industry. Sean Gates 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.

3
Maxwell L. Hacker
CRD#: 5799031
2000 Duke Street, Suite 275, Alexandria, VA 22314
96
Wealthminder
score

Maxwell Hacker (CRD# 5799031) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 7 years of experience in the finance industry. Maxwell Hacker 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.

4
Joseph A. Perna
CRD#: 5228191
2000 Duke Street, Suite 275, Alexandria, VA 22314
96
Wealthminder
score

Joseph Perna (CRD# 5228191) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 10 years of experience in the finance industry. Joseph Perna 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.

5
Daniel S. Messeca
CRD#: 5848730
2000 Duke Street, Suite 275, Alexandria, VA 22314
93
Wealthminder
score

Daniel Messeca (CRD# 5848730) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 7 years of experience in the finance industry.

6
Theodore J. Piggott
CRD#: 5137689
2000 Duke Street, Suite 275, Alexandria, VA 22314
93
Wealthminder
score

Theodore Piggott (CRD# 5137689) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 11 years of experience in the finance industry.

7
Philip J. Biedronski
CRD#: 6159398
2000 Duke Street, Suite 275, Alexandria, VA 22314
90
Wealthminder
score

Philip Biedronski (CRD# 6159398) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 4 years of experience in the finance industry.

8
Megan L. Brinsfield
CRD#: 5987756
2000 Duke Street, Suite 275, Alexandria, VA 22314
90
Wealthminder
score

Megan Brinsfield (CRD# 5987756) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has 1 year of experience in the finance industry. Megan Brinsfield 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.

9
Nicholas J. Crow
CRD#: 6280566
300 Union Blvd, Suite 405, Lakewood, CO 80228
90
Wealthminder
score

Nicholas Crow (CRD# 6280566) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Lakewood, CO and has 1 year of experience in the finance industry.

10
Amanda B. Kish
CRD#: 6184052
2000 Duke Street, Suite 275, Alexandria, VA 22314
90
Wealthminder
score

Amanda Kish (CRD# 6184052) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has 1 year of experience in the finance industry. Amanda Kish 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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