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Mark + Fissel - Financial Advisor in Columbus, OH

Paladin Research Report For:

Mark Fissel

Beacon Hill Investment Advisory

AIF® CFP®
84 South 4th Street
Columbus, OH 43215
614-469-4685
Visit Website
http://www.beaconhilladvisory.com/

About Mark Fissel

Your goals and financial security are our priority. Whether you are concerned about retirement planning, transitioning your business wealth to personal wealth, or efficiently passing assets to heirs we can help. We believe you deserve a truly customized portfolio and plan that works to solve your individual issues, not a cookie cutter portfolio.

See Disclosures

General Information

CRD#
  • 5598397
Name of Custodial Firm
  • TD Ameritrade, Ascensus, Vanguard, TIAA-CREF
Years of Experience in Financial Services
  • 13
Work with the following types of clients
  • Businesses, Businesses, Individual Investors
Advisory Services Provided
  • Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AIF®

Firm Information

Assets Managed by Advisor
  • $250000

Compensation and Fees

Compensation Methods
  • Based on Assets, Hourly

Education

B.S. (Engineering) -
  • Miami University
    -
B.S. (Economics) (partner) -
  • Miami University
    -

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1886600/paladinregistry-beacon-hill-investment-advisory-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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