Conestoga Wealth Partners logo

Conestoga Wealth Partners

Updated today

Client assets under management

$0

Clients

30

0% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

10

Very Low

Average account size

$0

About

Conestoga Wealth Partners is a small, planning-focused registered advisory firm that works with individuals and families to deliver customized financial planning and consulting across retirement income, estate planning, education funding, portfolio and investment analysis, and related topics. The firm delivers written plans and implementation advice but does not provide discretionary asset management, custody client assets, or participate in wrap fee programs.

Its process centers on client-supplied information and independent research to produce a written financial plan that commonly recommends mutual funds and addresses tax, cash-flow, and qualified-plan rollover issues. The firm employs a range of analysis techniques—asset allocation, fundamental, quantitative and technical approaches, and dollar-cost averaging—and treats implementation as optional, with ongoing reviews provided only when clients engage for additional services.

Conestoga is notable among supported firms for not charging percentage-of-AUM fees and for not offering portfolio management for individual accounts, instead billing on hourly and fixed-fee bases and reserving implementation through an affiliated broker-dealer when clients choose to proceed. The firm discloses potential commission compensation when recommendations are implemented through that broker-dealer and documents ERISA rollover advice and related disclosures, including an explicit disclosure of acquisition-related loans that create an incentive to maintain the broker-dealer relationship.

Client services

Financial planning

Expertise

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting Income planning

Fee options

Fixed

Fixed fees generally range from $2,500 to $10,000 per engagement

Commissions

Commissions earned if implementation of securities or insurance products through Investment Adviser Representatives; commissions from insurance product sales

Project-based

Up to $500 per hour; junior representatives charge $280 per hour

Other

Fee-only: Hourly fees up to $500 per hour; Fixed fees generally range from $2,500 to $10,000 per engagement

Main office location

Conestoga Wealth Partners

3226 Rosedale St. Nw, Suite 200

Gig Harbor WA 98335, United States

Number of offices

1

Most active in

Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew T

CFP®, Series 63, Series 65

Gig Harbor, WA

Conestoga Wealth Partners

Andrew Thibeault Jr. is a CFP® professional with 30 years of experience in financial advising, currently with Conestoga Wealth Partners in Gig Harbor, WA. He has previously worked at Commonwealth Financial Network and Wells Fargo Advisors. Thibeault also serves as a FINRA arbitrator in non-public dispute resolution. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management services.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting Income planning
user avatar

Conner H

CFP®, Series 66

Gig Harbor, WA

Conestoga Wealth Partners

Conner Hartmann is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 66 license, with nine years of industry experience. He previously worked at Wells Fargo Advisors and has been associated with Conestoga Wealth Partners and the South Kitsap School District. Hartmann also has experience in fixed insurance sales conducted during regular business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting Income planning
user avatar

Klaudia Anna C

Series 63, Series 65

Gig Harbor, WA

Conestoga Wealth Partners

Klaudia Anna Conradt is a financial advisor at Conestoga Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Commonwealth Financial Network. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management and investment advisory services.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting Income planning
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