Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$507,531,045
Total clients
380
61% high-net worth
Total advisors
5
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
76
Average account size
$1,335,608
WealthCrest serves individual investors (including high‑net‑worth clients) and pension/profit‑sharing plans, offering financial planning, investment supervisory services, and consulting. The firm manages approximately $507.5 million in discretionary assets and provides tailored plan development and implementation for a range of client circumstances.
The firm generally delivers discretionary portfolio management billed as a percentage of assets under management, primarily using the Cambridge Managed Account Platform (CMAP) with accounts custodied at Pershing, and employs both fundamental and technical analysis with at least semi‑annual account reviews. WealthCrest also makes Cambridge’s WealthPort wrap strategies available (though a small share of firm AUM), customizes plans to clients’ goals and risk tolerances, and covers trading costs within CMAP accounts.
WealthCrest’s advisors are registered representatives of Cambridge Investment Research and some are licensed insurance agents, and the brochure discloses that the firm may recommend commission‑based securities or insurance products (for example, variable annuities, 529 plans, or non‑traded REITs) in certain situations. The firm also operates a separate educational services entity that provides employee‑benefits training to federal audiences, provides annual client mailings and electronic communications, and discloses related‑party relationships with Cambridge (including transition loans) as potential conflicts of interest.
Financial planning flat fee ranges from $1,495 to $9,495; plan revisions at 3/4 of full price.
$0 - $100,000: .45% to 1.20% $100,000+: .45% to 1.20% (negotiable, up to 2%)
Commissions accepted for sale of securities or insurance products when appropriate; includes mutual fund sales loads, 12b-1 fees, variable annuity fees, etc.
Consulting services billed at $195 to $350 per hour depending on complexity.
Fee-only: Financial planning flat fees range from $1,495 to $9,495; hourly consulting fees range from $195 to $350 per hour.
Wealthcrest Financial Services, LLC
7880 Backlick Road, Suite One
Springfield VA 22150, United States
Number of offices
3
California · Colorado · District of Columbia · Florida · Georgia · Maryland · Massachusetts · North Carolina · Pennsylvania · Texas · Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 66
Springfield, VA
Wealthcrest Financial Services, LLC
CFP®, ChFC®, Series 63, Series 65
Springfield, VA
Wealthcrest Financial Services, LLC
Series 66
Palm Coast, FL
Wealthcrest Financial Services, LLC
Series 66
Springfield, VA
Wealthcrest Financial Services, LLC
CFP®, ChFC®, Series 63, Series 65
Springfield, VA
Wealthcrest Financial Services, LLC
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