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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2021
- Office Locations
- 4
Office Locations
About Childfree Wealth
Childfree Wealth is an SEC-registered RIA built for people who are childfree and not planning to have kids. The firm provides fee-only, flat-fee, fiduciary planning and investment management spanning cash flow, taxes, retirement, insurance, long-term care, charitable giving, and estate planning. Engagement starts with a Childfree Wealth Checkup led by CFP® specialists; the estate package can extend to Childfree Trust with 24/7 emergency support and professional fiduciary POA/executor/trustee services.
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Owner & Executives
KINGSTON MARLAND HOLLMAN
Chief Compliance Officer
- CRD
- #5563826
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Andrew Scott Barnes
Associate Planner, Childfree Wealth Specialist, Director of Financial Planning, Financial Planner
- CRD
- #4176927
Brianna Conn
--
- CRD
- #7732017
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,713,228 | $369,879 |
| Non-Discretionary | $0 | -- |
| Total | $20,713,228 | $369,879 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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