Advisor at TCP Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TCP Asset Management, LLC
Location
Greensburg, PA 15601
Credentials
Series 63, Series 65
Industry experience
32 years
Ashley Varner is a financial advisor at TCP Asset Management, LLC with over 30 years of industry experience. She has held roles at United Planners, H. Beck, Inc., and operated Varner Financial Group, Inc. She is also involved in non-variable insurance activities in Greensburg, PA. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing discretionary portfolio management and financial planning with a long-term investment approach. The firm manages approximately $822 million in assets across 18 advisors and does not impose an account minimum.
Based on TCP Asset Management, LLC
Fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
All Assets+: 2.00% maximum annual fee for Portfolio Management All Assets+: 2.00% maximum annual fee for Pension Consulting
IARs receive commissions for sale of investment products; commissions are not primary compensation source.
Hourly fees between $0 and $500 for pension consulting; between $0 and $1,000 for financial planning.
Fee-only: Negotiable fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
1001 Tower Way
Greensburg, PA 15601
Pennsylvania
TCP Asset Management, LLC
2023 - Present (3 years)
United planners
2018 - Present (8 years)
H. Beck, Inc.
2013 - 2018 (5 years)
Varner Financial Group, Inc.
1999 - 2025 (26 years)
Ashley B Varner Independent Insurance
1996 - Present (30 years)
Ashley B Varner
1993 - Present (33 years)
Ashley B Varner
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Greensburg, PA
Elle Investment Group LLC
CFP®, Series 65
Monroeville, PA
Rossi Financial Associates, Inc.
Series 66
Latrobe, PA
Rodino Wealth Management LLC
Series 65
Youngwood, PA
Advice & Planning Services LLC
Series 65
Delmont, PA
MacDougall Financial Counseling
Series 63, Series 66
Murrysville, PA
Retire Pittsburgh Management LLC
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