How are you paid?

We offer a wide variety of services, each of them with different types of compensation.   We are independent financial advisors and are not paid more to recommend one company over another.  We have access to thousands of different investment and insurance companies and we make our recommendations based on each individual client situation.  We are paid predominantly in three ways:

– If we work together in helping you manage your portfolio of investments, we will be paid for that service based on a fee of assets under management.

– If we help clients with insurance planning, we are paid a commission from whatever insurance company we utilize and those fees are already factored into the cost of the insurance product.  In addition, certain investment products are only available on a commission-based platform.

– If we work together in helping you create your financial plan without implementing an asset management strategy through us, we will be paid a flat fee for being your financial planner, just like you would pay your attorney or CPA.

Adrianna Rocha

Client Relations Representative

240-379-6929 V
240-439-6889 VP
512-379-6909 FAX
adrianna@kramerwealth.com

Adrianna Rocha joined Kramer Wealth Managers in 2021.

Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.

My clients’ accomplishments are also my own. 

Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients’ as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.

Adrianna is not registered with FSC Securities Corporation.