Advisor at Waldron Private Wealth
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Firm
Waldron Private Wealth
Location
Bridgeville, PA 15017
Credentials
CFP®
Industry experience
8 years
Bryan Waldron is a CFP® professional with eight years of experience at Waldron Private Wealth, where he has worked since 2015. He serves as a trustee for a limited number of clients, managing trusts for their benefit. Waldron Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach, incorporating a range of investment vehicles and ongoing portfolio monitoring, while also advising on less-liquid investments and offering family governance and wealth counseling services.
Based on Waldron Private Wealth
Based on Waldron Private Wealth
Flat fee for estate planning software access (amount not specified); Family Dynamics, Governance, and Wealth Counseling services range from $5,000 to $50,000 on a project basis
Referral fees or commission sharing arrangements from third-party insurance brokers; commissions for insurance sales by licensed representatives
Family Office Services hourly rate negotiable; hourly financial planning fees $75 to $500
Family Dynamics, Governance, and Wealth Counseling service monthly retainer approximately $5,000
Fee-only: Financial planning and consulting fees negotiable, generally range from $2,000 to $250,000 (fixed fee) and $75 to $500 per hour
44 Abele Road, Suite 400
Bridgeville, PA 15017
Pennsylvania
Waldron Private Wealth
2022 - Present (4 years)
Waldron Private Wealth
2018 - 2022 (4 years)
Waldron Private Wealth
2016 - 2018 (2 years)
Waldron Private Wealth
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
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