Advisor at Wealth Management Associates, Inc.
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
Wealth Management Associates, Inc.
Location
Orwigsburg, PA 17961
Credentials
Series 63
Industry experience
28 years
Fixed fees for financial plans and other advisory services; specific amounts vary by scope
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
Hourly consulting fees range from $150 to $250 per hour
Account minimum: $100,000 minimum for discretionary and non-discretionary portfolio management services; $10,000 minimum for financial planning clients Minimum fee: $1,000 minimum annual fee Fee-only: Fixed fees and hourly charges available for financial planning and consulting services
Keystone Advisor Group
2025 - Present (1 year)
Osaic Wealth, Inc.
2024 - Present (2 years)
Wealth Management Associates, Inc.
2009 - Present (17 years)
Securities America, Inc
2001 - 2024 (23 years)
Heckman & Laudeman Llc, Cpas
1992 - 2025 (33 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 66
Orwigsburg, PA
Edward Jones
Series 66
Pottsville, PA
Ameriprise
CFP®, Series 63
Schuylkill Haven, PA
Edward Jones
Series 66
Tamaqua, PA
Edward Jones
Series 63, Series 65
Hamburg, PA
Edward Jones
CFA®, Series 63
Cressona, PA
Yuenling Asset Management
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