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
Berkeley Heights, NJ 07922
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Todd Scorzafava is a CERTIFIED FINANCIAL PLANNER™ professional at Wealthcare Advisory Partners LLC with 26 years of industry experience. He has held positions at LPL Financial and Greenberg & Rapp Financial Group. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework that integrates behavioral economics and proprietary quantitative measures to construct diversified, long-term portfolios.
Based on Wealthcare Advisory Partners LLC
Based on Wealthcare Advisory Partners LLC
Fixed fees based on expected effort and duration for financial planning engagements.
up to 1.85% annually (negotiable)
Certain Advisory Persons receive commissions for securities and insurance sales in their separate capacity; these commissions are separate from WCAP advisory fees.
$150 to $400 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees range from $150 to $400 per hour; fixed fees based on expected effort and duration; ongoing fees up to $15,000 invoiced quarterly in advance; ongoing asset-based consulting fees up to 1% of assets consulted on, paid quarterly in advance.
391 Springfield Ave, Suite 1 E
Berkeley Heights, NJ 07922
New Jersey · Texas
LPL Financial
2022 - Present (4 years)
Wealthcare Advisory Partners LLC
2022 - Present (4 years)
Greenberg & Rapp Financial Group
2011 - 2022 (11 years)
M Holdings Securities, Inc
2011 - 2022 (11 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
Madison, NJ
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Series 63, Series 65
Randolph, NJ
Calrivan Wealth Management
Series 63, Series 65
Cedar Grove, NJ
Itani Wealth Management
Series 63, Series 65
Springfield, NJ
Purple Dog Investments LLC
Series 65
Bridgewater, NJ
GA Advisors LLC
CFP®, Series 63, Series 65
Morristown, NJ
O'Dowd Asset Management LLC
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