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