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Vermillion & White Wealth Management Group

Updated today

Client assets under management

$208,557,328

Clients

334

24% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

84

High

Average account size

$624,423

About

Vermillion & White Wealth Management Group serves individual and institutional clients, including high‑net‑worth individuals, offering comprehensive financial planning, discretionary and non‑discretionary portfolio management, and pension consulting for employer retirement plans. The firm also acts in a co‑advisory capacity with third‑party money managers when appropriate.

Its investment approach emphasizes matching portfolios to each client’s risk tolerance, time horizon, and objectives using fundamental and technical analysis, strategic asset allocation, diversification, and periodic rebalancing, with guidelines limiting single‑security and company exposure. VWG custodies accounts at major custodians and, with client consent, can manage “held‑away” employer plan assets via a third‑party order management service that requires clients to provide and maintain access credentials.

Compared with many peers, VWG discloses formal referral and endorsement arrangements with outside promoters—including local accounting professionals who refer clients and receive compensation and complimentary advisory services—which the firm acknowledges as a potential conflict of interest. The firm’s operational use of a held‑away access platform (with a separate service fee and explicit client responsibilities for credential updates) is another distinctive feature relative to typical team firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies

Fee options

Percentage

$0 - $1,000,000: 1.00% - 1.50% $1,000,000 - $5,000,000: 0.60% - 0.90% $5,000,000+: 0.40%

Project-based

$250 per hour for financial planning and certain non-discretionary advisory services

Other

Fee-only: $250 per hour for financial planning and certain non-discretionary advisory services

Main office location

Vermillion & White Wealth Management Group

521 Kimberton Road

Phoenixville PA 19460, United States

Number of offices

2

Most active in

California · Florida · New Jersey · Pennsylvania · Texas

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

Robert D

Series 63

Phoenixville, PA

Vermillion & White Wealth Management Group

Robert Decampli Jr is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA, holding a Series 63 designation and 11 years of industry experience. He has worked at Vermillion & White since 2014 and has been associated with Guardian Life Insurance Co of America since 2009. Outside of financial advising, he operates a CPA accounting practice focused on tax preparation and accounting services. Vermillion & White Wealth Management Group serves individuals, institutions, pension plans, trusts, and charitable organizations, managing approximately $231 million across several hundred accounts. The firm provides portfolio management, financial planning, and pension consulting, using an investment approach based on asset allocation, diversification, and periodic rebalancing informed by research and third-party models.

Options & derivatives strategies
user avatar

Brian W

CFP®, Series 66

Phoenixville, PA

Vermillion & White Wealth Management Group

Brian White is a CFP® with 21 years of industry experience and has been with Vermillion & White Wealth Management Group since 2013. He holds a Series 66 license and operates out of Phoenixville, PA. In addition to his advisory role, he is a registered insurance producer in Pennsylvania, dedicating a small portion of his time to that business. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and trusts, managing approximately $231 million across several hundred accounts. The firm employs a disciplined investment process focused on asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical research along with third-party model inputs.

Options & derivatives strategies
user avatar

Mary M

Series 63, Series 65

Phoenixville, PA

Vermillion & White Wealth Management Group

Mary Mcclennen Glica is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, Voya Financial Advisors, Inc., and National Planning Corporation. Vermillion & White Wealth Management Group provides portfolio management, comprehensive financial planning, and pension consulting to individuals, institutions, and charitable organizations. The firm manages approximately $231 million across several hundred accounts and employs an investment process that emphasizes asset allocation, diversification, and periodic rebalancing based on both fundamental and technical research.

Options & derivatives strategies
user avatar

Ryan V

Series 66

Phoenixville, PA

Vermillion & White Wealth Management Group

Ryan Vermillion is a financial advisor at Vermillion & White Wealth Management Group with 19 years of industry experience. He holds a Series 66 designation and has been with Vermillion & White since 2013. Outside of his advisory role, he serves as a part-time middle school football coach in the Owen J. Roberts School District. Vermillion & White Wealth Management Group provides portfolio management, financial planning, and pension consulting services to individuals, institutions, and charitable organizations. The firm emphasizes aligning portfolios with clients’ risk tolerance and objectives through asset allocation, diversification, and ongoing monitoring, managing approximately $231 million across several hundred accounts.

Options & derivatives strategies
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