Wealth Pro Advisors, Inc.

Wealth Pro Advisors, Inc. provides portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients) and business clients, managing roughly $317 million across about 212 client relationships as of March 2026. The firm generally requires a $100,000 minimum for portfolio management accounts (subject to waiver) and offers both discretionary and non‑discretionary arrangements.

The firm constructs customized portfolios and uses firm model portfolios, applying a mix of technical (charting, cyclical), fundamental, and both long‑ and short‑term strategies across equities, mutual funds, and ETFs, with ongoing monitoring and rebalancing. Wealth Pro routinely requires clients to use Charles Schwab as the account custodian and cites access to institutional research and execution services through that platform.

Distinctive features disclosed in the brochure include the firm’s dual roles as a licensed insurance agency and resulting personnel registrations with a broker‑dealer, which means advisors may receive commission‑based compensation from insurance and brokerage transactions in addition to advisory fees and the firm may, at its discretion, offset advisory fees with such commissions. The brochure also highlights rollover considerations—acknowledging the firm’s fiduciary role on retirement account advice while noting rollovers can increase assets under management and advisory revenue—and the firm operates with a small advisory team relative to its asset base.