Disclosures

Here are a few things you should know before working with Open Road Wealth Management.

Nothing on this page or this website is to be considered Financial Advice and is for educational purposes only. A relationship with Open Road Wealth Management, LLC will only be established when an engagement letter, which will include our privacy policy, is signed by the client and Form ADV Part II, hard copy or electronic, is delivered to the client.

Open Road Wealth Management, LLC does not take custody of client assets and generally uses TDAI (TD Ameritrade Institutional) as a third party custodian. TDAI does offer, at the client’s election, online access and/or monthly hardcopy statements and trade confirmations to investment accounts. Trading fees are assessed to clients.

The use of the CFP mark is granted by the Certified Financial Planner Board of Standards and is used with permission of the CFP board.

The use of the FPA (Financial Planning Association) logo is used with permission of the FPA and Todd Minear, CFP who is a member in good standing.

XY Planning Network is a member association for Fee Only Financial Planners. Todd Minear, CFP is a member of the XY Planning Network.

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading financial professional assocaition of Fee-Only financial advisors.  Todd Minear, CFP is a member in good standing.

FeeOnlyNetwork.com showcases the expertise of Fee-Only advisors and promotes consumer awareness of the Fee-Only financial advisor model.  Todd Minear, CFP is a member in good standing.

Open Road Wealth Management, LLC (“ORWM”) is a registered investment adviser offering advisory services in the State of Missouri and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by ORWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.  All written content on this site is for information purposes only. Opinions expressed herein are solely those of ORWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

 

 

 

 

 

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