Replica Wealth Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,000,000
Total clients
16
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$125,000
About
Replica Wealth Advisors is a small independent advisory firm that provides financial planning, educational seminars and workshops, and access to investment management through third-party managers and sub-advisors for individuals, trusts, estates and business entities. The firm offers bundled planning reports and acts as a liaison to implement investment strategies rather than conducting in-house discretionary portfolio management for client accounts.
The firm typically refers clients to registered third-party managers (TPMs) and sub-advisors, helps select or customize portfolios, and monitors those managers on an ongoing basis; sub-advisors execute trades and RWA retains the authority to hire or terminate them. Client objectives and any investment restrictions are documented and reviewed periodically, and the firm discloses that it receives referral fees from TPMs and provides ongoing account monitoring as part of that arrangement.
Noteworthy characteristics include an affiliated insurance business: the firm’s principal operates an insurance practice and spends a significant portion of time selling insurance products, which the brochure discloses as a potential conflict of interest mitigated by disclosures and procedures. The firm also emphasizes educational outreach through seminars and reports, and its most recent filing shows its advisory assets are held primarily on a non-discretionary basis rather than managed directly by the firm.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Income planning
Social Security optimization
Roth conversion strategy
Retirement income strategy
General tax planning
Fee options
$0+: 1.50% (RWA maximum annual fee, negotiable) $0+: 0.50% additional fee for accounts on Impact Partnership Wealth, LLC platform $0+: 2.00% total annual fee for Gradient Investments Strategic Portfolios (RWA 1.00%, GI 1.00%) $0+: 1.80% total annual fee for Gradient Investments Tactical Portfolios (RWA 1.00%, GI 0.80%) $0+: 1.70% total annual fee for Gradient Investments Allocation & Defined Outcome Portfolios (RWA 1.00%, GI 0.70%) $0+: 1.00% total annual fee for Gradient Investments Preservation Portfolios (RWA 0.60%, GI 0.40%) $0 - $500,000: 2.00% total annual fee (TAM 1.00%, RWA 1.00%) $500,000 - $1,000,000: 1.80% total annual fee (TAM 0.90%, RWA 0.90%) $1,000,000 - $2,000,000: 1.60% total annual fee (TAM 0.80%, RWA 0.80%) $2,000,000+: Negotiable total annual fee (TAM and RWA fees negotiable)
Fee-only: Fixed fees for financial planning: $50 per report, $200 per bundle, $500 for three-bundle package, customized bundles $200
Main office location
Replica Wealth Advisors Inc
1175 Kelly Johnson Blvd, Suite 100
Colorado Springs CO 80920, United States
Number of offices
1
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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Quick links
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