Advisor at RCK Wealth Advisory 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
RCK Wealth Advisory LLC
Location
Souderton, PA
Credentials
Series 66
Industry experience
20 years
Guenter Wesch is a financial advisor at RCK Wealth Advisory LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Berthel Fisher & Company Financial Services, Inc. and BFC Planning, Inc. Wesch also operates a tax preparation and accounting business alongside his advisory role. RCK Wealth Advisory LLC is an independent, single-advisor firm providing discretionary asset management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerances, utilizing fundamental analysis and a combination of long- and short-term approaches.
Based on RCK Wealth Advisory LLC
Based on RCK Wealth Advisory LLC
$2,000 to $10,000 annually for financial planning, paid quarterly in advance
$0 - $250,000: 1.15% $250,000 - $500,000: 1.10% $500,000 - $1,000,000: 1.05% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Souderton, PA
Pennsylvania
RCK Wealth Management PLLC
2023 - Present (3 years)
RCK Wealth Advisory LLC
2023 - Present (3 years)
RCK Wealth Management LLC
2021 - Present (5 years)
United Planners' Financial Services of America a Limited Partner
2021 - 2023 (2 years)
BFC Planning, Inc.
2016 - 2021 (5 years)
Wesch Financial LLC
2014 - 2021 (7 years)
Berthel Fisher & Company Financial Services, Inc.
2008 - 2021 (13 years)
Guenter Wesch, Sole Proprietor
2008 - 2023 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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 66
Collegeville, PA
New Wave Financial LLC
Series 63, Series 66
Ambler, PA
Revland Wealth Advisors
Series 63, Series 65
Doylestown, PA
Solebury Asset Management LLC
ChFC®, Series 63
Montgomeryville, PA
Fidelity Federal Planning Corp.
Series 63, Series 66
Perkasie, PA
Wallick Wealth Management
Series 63, Series 65
Huntingdon Valley, PA
Time Investments, LLC
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