Advisor at Wealthcare Advisory Partners 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
Wealthcare Advisory Partners LLC
Location
Titusville, PA
Credentials
CFP®, CFA®, Series 65
Industry experience
4 years
Fixed fee engagements for financial planning services offered based on expected effort and duration; ongoing financial planning fees up to $15,000 invoiced quarterly in advance.
up to 1.85% annually (management fee rate based on several factors including type of investments, size of client relationship, reporting requirements, portfolio restrictions; fees may be negotiable)
Certain Advisory Persons receive commission-based compensation separately through their roles as registered representatives of broker-dealers and insurance agents, not through WCAP.
Hourly financial planning and consulting fees ranging from $150 to $400 per hour.
Account minimum: No minimum (WCAP generally does not impose a minimum size for establishing a relationship, but certain investment strategies, TPAs and Independent Managers may require a minimum) Fee-only: Management fees, financial planning fees, and retirement plan advisory fees described; no commissions charged by WCAP for investment advisory services.
Wealthcare Advisory Partners LLC DBA Counsel Fiduciary, LLC
2024 - Present (2 years)
Thiel College
2016 - 2020 (4 years)
Counsel Fiduciary, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
Centerville, PA
CWA Asset Management Group
Series 66
Townville, PA
PNC Wealth Management
Series 66
Pleasantville, PA
Ameriprise
Series 66
Titusville, PA
LPL Enterprise
Series 63, Series 66
Erie, PA
LPL Enterprise
Series 66
Titusville, PA
Edward Jones
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