V
VWR Financial Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,070,680
Clients
175
0% high-net worth
Advisors
1
of 1 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
175
Very HighAverage account size
$137,547
About
VWR Financial Advisory Services provides investment management and financial planning to a mix of individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Its services include actively managed portfolios (primarily mutual funds and ETFs), asset‑allocation strategies, and planning for retirement, education savings, life insurance needs, and income tax considerations.
The firm employs an active, tactical approach that uses charting, technical and fundamental analysis supported by computer software, with strategies that can involve multiple trades per year and, for some tactical programs, daily management and rebalancing. It also implements mutual‑fund‑based allocation strategies as an alternative to active trading and incorporates ESG screening as an acknowledged factor and risk in portfolio construction.
A distinguishing feature is that the principal is also a registered representative and licensed insurance agent and the firm accepts commissions and 12b‑1 payments for certain product sales, while indicating that less than half of firm revenue comes from commissions and clients are not charged both advisory fees and commissions on the same assets. The owner’s CFP® and CFS® credentials, long industry experience dating to 1996, and the firm’s recent state registration inform how it manages potential conflicts between its advisory activities and brokerage/insurance compensation.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Life insurance needs analysis
Income planning
Fee options
Up to 2% per year, charged quarterly in arrears, negotiable
Commissions from sale of stocks, mutual funds, variable annuity products; 12b-1 fees from investment companies; less than 50% of revenue from commissions
$200 per hour for full financial plans or complex analysis, negotiable
Main office location
VWR Financial Advisory Services
Alpha OH, United States
Number of offices
1
Most active in
VWR Financial Advisory Services has reported serving >5 clients in these states in the last 12 months.
Ohio
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
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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.
-
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
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