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Kristopher Wallick

Advisor at Wallick Wealth Management

Updated today
Wallick Wealth Management logo

Firm

Wallick Wealth Management

Location

Perkasie, PA

Credentials

Series 63, Series 66

Industry experience

17 years

About

Kristopher Wallick is the principal advisor at Wallick Wealth Management in Perkasie, PA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wallick Wealth Management is an independent registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as small businesses and corporations. The firm offers discretionary wealth management and integrated financial planning, employing a range of investment strategies tailored to clients’ objectives and risk tolerance.

Client services

Based on Wallick Wealth Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Wallick Wealth Management

Annuities Wealth management Retirement income strategy Active portfolio management

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: Negotiable

Commissions

Insurance products may be recommended with commissions paid to adviser in that capacity

Other

Account minimum: $500,000 Fee-only: Fee-only basis; fees negotiated at discretion but not in excess of 1.00% for standard fees; sub-advisory fees paid by firm from portion of client fees

Location

Perkasie, PA

Most active in

Pennsylvania

Work history

Wallick Wealth Management

2023 - Present (3 years)

Fidelity Personal and Workplace Advisors

2018 - 2023 (5 years)

FIDELITY iNVESTMENTS

2008 - 2023 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William S

Series 65, Series 66

Doylestown, PA

DEL VAL Retirement and Investment Services Inc

Active portfolio management Options & derivatives strategies
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Michael S

Series 63, Series 65

Doylestown, PA

Solebury Asset Management LLC

Active portfolio management Options & derivatives strategies
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Thomas L

ChFC®, Series 63

Montgomeryville, PA

Fidelity Federal Planning Corp.

Wealth management
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Guenter W

Series 66

Souderton, PA

RCK Wealth Advisory LLC

General retirement planning Income planning Tax strategies for small businesses Business ownership considerations Founder/Business Owner

Lew C

CFP®

Macungie, PA

Christman Financial Advisors LLC

At Christman Financial Advisors LLC my mission is to help clients "ACHIEVE UNCOMMON FREEDOM". The purpose is to help build, manage, preserve and protect your wealth for generations no matter what stage your in or at. Clients of Christman Financial Advisors understand that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today. Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to delegate that responsibility as well as enter into a long-term relationship. They know they can sleep at night knowing that I am looking out for their well being. They want to work with a professional advisor, not a sales representative. At Christman Financial Advisors, I believe people should seek to partner in their financial lives with a professional financial planner who is their guide, not their guru, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives. There are several areas that I help families and individuals when it comes to Financial Planning and Wealth Management. 1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance. 2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life. 3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. As a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests. 4. Help in planning or maintaining a secure retirement and getting their financial house in order. 5. Helping you avoid mistakes. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.

General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
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Eric G

Series 65

Lansdale, PA

ESG Wealth Advisors

ESG / Sustainable investing Wealth management Income planning
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