Service Offerings & Fee Structure

Financial Management | Retirement | Investments | Fee-Based Financial Planning
NextPhase™ Retirement Income PlanningThe Personal Wealth Plan™

Service Offerings & Fee Structure

As an independent firm, we have the freedom to choose the services and solutions we offer and are unencumbered by corporate policies or the needs of shareholders. Here, you get a real relationship, a personal rapport with your advisor and a team of professionals to help you reach your goals and objectives.

Financial planning is a process, not a product. It can transform lives and enhance the quality of your life. Some of the services below work independently and some work in tandem with other offerings to bring all the pieces of your financial life together. Our mission is to help you gain greater confidence, capability and when possible to help you elevate your money to a higher level of productivity and safekeeping.

Hunt Country Wealth Management and Financial Advisor Chris Merchant CFP® operate under a strict fiduciary standard and have taken a lawful oath to do so each and every time. In addition to the Certified Financial Planner™ designation, Chris Merchant is also a licensed Behavioral Financial Advisor™. 

Free 30 Minute Consultation 

ONLINE | PHONE | IN-PERSON

Our consultations are 100% confidential and commitment-free. Initial consultations are generally 30-60 minutes in length and we discuss a general overview of your financial picture, goals and situational planning.

Have Questions? Consultation provides opportunity for Q&A with Chris Merchant, Certified Financial Planner™.

Need Direction? Perfect. That’s what we are here for.

*Our Most Popular Plan:

Designed for inviduals who are within ten years from retiring or have retired within the last five.

Fee-Based financial Planning 

Retirement Income Planning

Knowing if you have enough money to retire and then planning to make that pool of money last as long as you need is the focus of the NextPhase™ Retirement Income Planning Process. This time-segmented, inflation-adjusted strategy can help you answer the key question: “Do I have enough retirement assets to last my lifetime?”

    Signature Service Pricing: $365.00  (Approx. 6 Hours of Planning)

    Plan Designed For:

    Inviduals who are still saving for retirement and/or interested in a portfolio review. 

    Fee-Based financial Planning

    The Personal Wealth Plan™

    Are you on track to meet your goals? Are you confident your current investments are positioned to support you?  The Personal Wealth Plan™ was designed to assist you in better understanding your financial position and as a “how-to” on integrating your resources with your goals and objectives.  This highly-adaptable plan is perfect for those who are seeking a second opinion, are interested in establishing savings and/or investing goals and for those who are seeking advice before making high-stake financial decisions. 

      Signature Service Pricing: $265.00  (Approx. 3 Hours of Planning)

      In an environment of robo-advisors and with most other advisors clustering to outsource their investment management responsibility, Hunt Country Wealth Management is rare in keeping your portfolio management in-house. The art of investing requires skill and competency, and if you are working with an advisor who outsources, you are not talking directly to the strategist behind your accounts. We believe in-house management gives you access to greater control and transparency, as well as often experiencing lower fees.

      Financial Management and wealth management clients

      advisory and asset management, fee-based

      Investment Management: Advisory

      Hunt Country Wealth Management offers investment advisory services in which we act as a fiduciary to manage your investments for your best interests. With your guidance, we will develop an investment strategy and make recommendations based on your objectives and risk tolerance. Unique to many local firms, we manage our investments in-house and do not outsource to third party vendors, a growing trend in the wealth management industry. We apply Nobel-Prize-Winning Modern Portfolio Theory as the basis for our portfolio construction. Our investment platform provides you with access to stocks, bonds, mutual funds, exchange traded funds (ETFs) and alternative investments. Our management fee is generally 1.30% or less, depending on the size of your account. 

      Learn More About Our Investment Philosophy and Investment Process.

      For Full Client Service Offerings Please See Graphic at Top of Page. 

        Financial Management and wealth management clients

        insurance products, commission-Based

        Brokerage Services

        We work as brokers and represent your best interests. Should you want or need access to brokerage-based programs such as life insurance, long-term care insurance, disability insurance, annuities or certain investments, we shop the market on your behalf. If the insurance or investment product is purchased through us, we receive commissions directly from the insurance or investment company. 

          are you still in the research phase?

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          Hunt Country Wealth Management, Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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          Get In Touch

          46 S. Loudoun st.

          Winchester, VA 22601
          +1 540 205 8186
          advisor@huntcountryinvestments.com

          Please Note: We never share your personal information with outside parties.