Advisor at Wealthtrak Advisors
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Firm
Wealthtrak Advisors
Location
Virginia Beach, VA 23452
Credentials
Series 63, Series 65
Industry experience
31 years
Ronald Whited is a financial advisor at WealthTrak Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with WealthTrak Advisors since 1994. He also serves as president and owner of WealthTrak Insurance Services, LLC, an independent insurance agency. WealthTrak Advisors provides discretionary portfolio management, financial planning, and advisory consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tailored investment approach using fundamental, technical, and charting analysis with both long- and short-term strategies.
Based on Wealthtrak Advisors
Based on Wealthtrak Advisors
Financial planning and advisory consulting fixed fees typically range from $495 to $7,500, negotiable.
$0 - $500,000: Up to 1.95% $500,000 - $1,000,000: 1.50% $1,000,000 - $4,000,000: 1.25% $4,000,000 - $7,000,000: 0.95% $7,000,000+: 0.75%
Certain individuals are registered representatives and insurance agents who may receive commissions separate from advisory fees.
Hourly financial planning fee of $250 per hour.
Account minimum: $100,000 Fee-only: Financial planning fixed fees typically range from $495 to $7,500, negotiable; hourly fee $250/hour.
272 Bendix Road, Suite 130
Virginia Beach, VA 23452
Texas · Virginia
Purshe Kaplan Sterling Investments
2014 - Present (12 years)
Wealthtrak Capital Management, Llc.
2012 - Present (14 years)
Wealthtrak Advisors, Llc
1994 - Present (32 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 63, Series 65
Chesapeake, VA
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CFP®, Series 63
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Series 66
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Wallach Planning & Investments
CFP®
Virginia Beach, VA
Planning Within Reach, LLC
Series 63, Series 65
Virginia Beach, VA
Stages Planning Group, LLC
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