DuCharme Wealth Advisors, LLC

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Client assets under management

$15,039,991

Clients

17% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$326,956

About

DuCharme Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and small businesses with comprehensive portfolio management, standalone financial planning, and retirement‑plan consulting. The firm also works with clients to select and manage annuity sub‑accounts and to monitor and rebalance held‑away accounts such as 401(k)s and 529 plans.

Investment management is primarily discretionary and focuses on strategic asset allocation, tax‑aware, lower‑cost portfolios and ongoing monitoring, drawing on fundamental, sector, cyclical and qualitative analysis as well as third‑party manager due diligence. Financial planning and consulting are offered on an engagement basis and the firm may use a mix of equities, fixed income, ETFs, mutual funds, options and alternative investments where appropriate.

A distinctive aspect of the firm is that certain representatives are separately licensed insurance agents and the firm recommends and implements insurance and annuity solutions; commissions from those transactions are disclosed and are not credited against advisory fees, creating an explicit conflict of interest that the firm discloses. The firm also leverages third‑party services such as a discounted digital estate‑planning provider and operates with a small advisor team and client base, which shapes its hands‑on service model.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities Options & derivatives strategies

Fee options

Fixed

Financial Planning flat fees: Initial plan $1,000, Annually $1,000, Semi-Annually $750, Quarterly $500

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.50% $5,000,000+: 0.20%

Project-based

$199 per hour for Financial Planning & Consulting services

Other

Minimum fee: $1,500 annually minimum for Comprehensive Portfolio Management service Fee-only: Financial Planning & Consulting charged hourly at $199/hour or flat fees ranging from $500 to $1,000 per engagement

Main office location

DuCharme Wealth Advisors, LLC

610 Old York Road, Suite 400

Jenkintown PA 19046, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 717-609-6311

Advisors at this firm

David D

Series 63, Series 66

Jenkintown, PA

DuCharme Wealth Advisors, LLC

David Du Charme is a financial advisor at DuCharme Wealth Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including ID Washington Wealth Management, American Wealth Strategy Group, and Santander Securities. Outside of his advisory role, he serves as Treasurer and Board Member for the Milton Hershey School Alumni Association, assisting with budgeting and financial forecasting. DuCharme Wealth Advisors provides investment advisory services to individuals, trusts, estates, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement consulting, emphasizing asset-allocation driven, tax-efficient portfolios and also manages annuity sub-accounts through licensed insurance professionals.

Annuities Options & derivatives strategies

Justin C

Series 66

Sewickley, PA

DuCharme Wealth Advisors, LLC

Justin Connolly is a financial advisor at DuCharme Wealth Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including Dollar Bank, FSB, Cetera Investment Advisers LLC, and VALIC Financial Advisors, Inc. DuCharme Wealth Advisors provides investment advisory services to individuals, trusts, estates, retirement plans, and business entities. The firm emphasizes asset-allocation driven portfolios with a focus on lower-cost, tax-efficient construction and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Annuities Options & derivatives strategies

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