Advisor at Element Wealth Advisors
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Firm
Element Wealth Advisors
Location
Hanover, PA 17331
Credentials
Series 65
Industry experience
7 years
Joseph Wildasin is a financial advisor at Element Wealth Advisors with seven years of industry experience and holds the Series 65 designation. Prior to joining Element Wealth Advisors, he worked at Barrick Financial Inc. and Barrick & Associates, Inc. He is also the owner of Joe's Golf Shop, where he provides golf lessons and club repair services, and serves as a golf coach for the Southwestern School District. Element Wealth Advisors offers discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client goals, time horizons, and risk tolerance, and provides ERISA retirement-plan support including fiduciary assistance and participant education.
Based on Element Wealth Advisors
Fixed fee between $2,500 and $5,000 for financial planning based on complexity and client situation; $300 flat fee for Client Directed Accounts with Gradient Investments
$0 - $1,000,000: 1.50% annually Over $1,000,000+: 1.00% annually
$15 Quarterly Service Fee per account or investment strategy for technology and reporting
570 Carlisle St
Hanover, PA 17331
Maryland · Ohio · Pennsylvania · Virginia
Element Risk LLC
2025 - Present (1 year)
Element Wealth LLC dba Element Risk Wealth Advisors LLC
2025 - Present (1 year)
Element Risk Wealth Advisors LLC
2020 - 2023 (3 years)
Element Risk Management LLC
2020 - 2025 (5 years)
Barrick Financial Inc.
2018 - 2020 (2 years)
Barrick & Associates, INc.
2015 - 2020 (5 years)
Joe's Golf Shop
2015 - Present (11 years)
Southwestern School District
2013 - Present (13 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 65
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Myrmidon Private Capital
Series 63, Series 65
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Kreiner Financial Wealth Management, Inc.
Series 65
Hanover, PA
Scott Financial Resources LLC
Series 63, Series 65
Gettysburg, PA
Robert William Shoemaker,Iii
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