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Walter Wandall

Advisor at 100 Plus Planning

Updated today

Firm

100 Plus Planning

Location

Center Valley, PA 18034

Credentials

CFP®, ChFC®, Series 63, Series 65

Industry experience

25 years

About

Walter Wandall is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He is the principal of 100 Plus Planning, an independent, single-advisor firm he has led since 2023. His prior experience includes roles at Stifel, Nicolaus & Company, Commonwealth Financial Network, and several other financial firms. 100 Plus Planning provides comprehensive and project-based financial planning services to individuals, families, high-net-worth clients, and business entities. The firm focuses on written financial plans and advisory engagements without managing client investment accounts, offering guidance on asset allocation that combines passive and active strategies along with educational seminars.

Client services

Based on 100 Plus Planning

Financial planning Educational seminars or workshops

Expertise

Based on 100 Plus Planning

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Fee options

Fixed

Fixed fees for project-based financial planning ($1,000 to $6,000); fixed fees for ongoing financial planning ($100 to $1,800 monthly or quarterly); fixed fees for seminars ($0 to $1,000 per seminar or $0 to $100 per participant)

Subscriptions

Recurring fixed fees paid monthly or quarterly for ongoing financial planning ($100 to $1,800)

Other

Fee-only: Fixed fees ranging from $100 to $1,800 monthly or quarterly for ongoing financial planning; fixed fee project-based financial planning ranging from $1,000 to $6,000; educational seminars fees range from $0 to $1,000 per seminar or $0 to $100 per participant

Location

3477 Corporate Parkway, Suite 100

Center Valley, PA 18034

Most active in

Pennsylvania

Work history

100 plus planning LLC

2023 - Present (3 years)

STIFEL

2022 - 2023 (1 year)

Commonwealth Financial Network

2019 - 2022 (3 years)

Vicus Capital, Inc.

2017 - 2019 (2 years)

Great Scott Financial

2017 - 2022 (5 years)

Cetera Advisor Networks LLC

2017 - 2019 (2 years)

Mercap Advisors, Inc.

2015 - 2017 (2 years)

Mercap Securities, Llc

2013 - 2017 (4 years)

Merion Financial Services, Llc

2013 - 2017 (4 years)

SELF EMPLOYED

2012 - 2017 (5 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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Edward K

Series 66

Allentown, PA

Elk Capital Advisors, LLC

Options & derivatives strategies Annuities
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Leo F

Series 63

Orefield, PA

Investors' Choice Advisory Services, LLC

General retirement planning Wealth management Long-term care insurance Life insurance needs analysis Self-Employed
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Jason A

Series 63, Series 65

Bethlehem, PA

Weyhill Investment Counsel, LLC

Tax-loss harvesting Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive

Dave R

CFP®

Bethlehem, PA

Rowan Financial LLC

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

General retirement planning Real Estate Professional Approaching retirement Young Families

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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Mark C

Series 66

Macungie, PA

Mark Cernese & Associates

General retirement planning Active portfolio management
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