FAQ's

Frequently asked questions

What are your fees?


Our fees depend on the service being provided. We are very competitive in our pricing because we believe in giving people the best value possible. We do not charge for our time, and we are up-front and transparent about the services we charge for ahead of time. So if you have a question or need some help, Contact Us today to see if we are a good fit.




Do you only provide services mentioned on this website?


We provide additional services that are not listed on this website. Education planning, charitable giving, and debt management are just a few more examples. If you have a question in your life that invloves money or finance, we can likely help. And if we don't have the solution, we will send you to someone who does.




I don't have an account with the Richland County Bank. Can we still work together?


Yes. You do not need to have an account with the Richland County Bank for us to work together. We are independent advisors whose office is located inside the Richland County Bank.




I am interested in learning more. Where do I start?


Great! Contact Us today to schedule a meeting to see how we can help.




What makes Mindham Wealth Advisory different from other financial advisors?


Our service and ability to put the needs of our clients first is what makes us different than other advisors. We take the time to get to know our clients because we are passionate about helping people. We also work hard to make ourselves as reachable as possible so that our clients are comfortable contacting us at any time for whatever they need. And when they need something done, we take pride in getting things accomplished as quickly and efficiently as we can.





Contact us today to see how we can help you achieve your financial goals.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Richland County Bank and Mindham Wealth Advisory are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mindham Wealth Advisory, and may also be employees of Richland County Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Richland County Bank or Mindham Wealth Advisory.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or AnyOther Government Agency |Not Bank Guaranteed |Not Bank Deposits or Obligations | May Lose Value

 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
 

Representatives of a Registered Broker-Dealer ("BD") of Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b ) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: AR, CA, CO, IN, LA, MD, MN, WI, MN, NE, NY, NC, TX, VA, and WI

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