BDB Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,122,881
Clients
8
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$140,360
About
BDB Wealth Advisors provides portfolio management, financial planning, and pension consulting to individual clients and employer-sponsored plans, charging asset-based advisory fees and offering an optional subscription planning arrangement. The firm prepares written Investment Policy Statements for clients and provides ongoing portfolio monitoring and periodic plan reviews as part of its service model.
The firm’s investment process blends cyclical, fundamental, and technical analysis with modern portfolio theory, and it typically seeks discretionary trading authority to implement client-specific allocations. Investments may include mutual funds, ETFs (including precious-metal exposures), fixed income, real estate funds, commodities and insurance products such as annuities, and the firm documents risk tolerances and review schedules for each client.
Distinctive features include that members of the firm are licensed insurance agents, with the brochure disclosing that one may receive compensation for insurance sales while another holds a license but does not actively sell; the firm states it manages those conflicts through disclosure and review. The firm is relatively small and recently organized with a modest asset base and a limited client roster, yet it also provides pension consulting (including fiduciary monitoring options) and discloses custodial relationships and receipt of certain custodial services.
Client services
Financial planning
Portfolio management
Pension consulting
Subscription service
Expertise
Annuities
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fees range from $0 to $15,000+ based on scope and complexity; pension consulting flat fees from $250 to $10,000 depending on plan type.
$10,000 - $20,000: 1.20% $20,001 - $50,000: 1.00% $50,001 - $100,000: 0.90% $100,001 - $250,000: 0.85% $250,001 - $500,000: 0.80% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.55%
Commissions may be earned from sale of insurance products by licensed agents affiliated with the firm; not primary compensation.
Hourly financial planning fees negotiated from $0 to $100 per hour; additional financial planning hours billed at $100/hour after included hours.
Subscription plan for financial planning at $65 per month including ~45 minutes of advisor time monthly; billed in arrears.
Account minimum: $10,000 Fee-only: Financial planning fixed fees from $0 to $15,000+; hourly fees $0 to $100 per hour; subscription $65 per month for financial planning access.
Main office location
BDB Wealth Advisors LLC
Red Lion PA, United States
Number of offices
1
Most active in
BDB Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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