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WealthPro, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$52,417,711
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
92
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
92
Average account size
$569,758
About
WealthPro, LLC provides comprehensive financial planning, investment consulting and portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other entities. The firm delivers advisory services on a fee basis and, through its associated persons, also offers brokerage and insurance products on a commission basis.
The firm typically operates on a non‑discretionary basis for its advisory role, recommending asset allocations and introducing clients to independent third‑party managers and model strategists who may have discretionary authority to implement portfolios, including model portfolios available through an AssetMark‑based wrap program (WealthCraft MAAP). WealthPro conducts ongoing monitoring and periodic reviews of accounts while clients retain custody relationships and responsibility for proxy voting and other custodial statements.
Noteworthy aspects of the brochure include WealthPro’s use of a wrap‑fee platform and multiple independent managers, and a disclosed affiliation and supervisory relationship with The Strategic Financial Alliance, Inc. and its parent holding company (including a minority ownership interest and stock option arrangements). The firm is also a licensed insurance agency and permits associated persons to effect commission‑based securities and insurance transactions, arrangements the brochure identifies as creating potential conflicts of interest and fee‑sharing or referral compensation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Investment consulting + regular client update letters
Investment consulting + regular client update letters
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning fixed fees generally range from $3,000 to $12,000; possible fixed rates for certain consulting or beneficiary services.
$0 - $250,000: 1.65% (AssetMark Platform Advisory Fee Schedule) $250,000 - $500,000: 1.50% (AssetMark Platform Advisory Fee Schedule) $500,000 - $1,000,000: 1.30% (AssetMark Platform Advisory Fee Schedule) $1,000,000 - $2,000,000: 1.00% (AssetMark Platform Advisory Fee Schedule) $2,000,000+: 0.70% (AssetMark Platform Advisory Fee Schedule) $0 - $250,000: 1.25% (Manning & Napier for first $250,000) $250,000 - $500,000: 1.00% (Manning & Napier over $250,000) $500,000 - $2,000,000: 0.85% (Manning & Napier) $2,000,000+: 0.60% (Manning & Napier)
Associated Persons may offer brokerage services under commission arrangements via The Strategic Financial Alliance, Inc. (The SFA).
Hourly fees generally range from $350 to $800 for financial planning and consulting; $160 to $365 for certain administrative/support services.
Account minimum: $10,000 Minimum fee: Minimum annual fee of $3,125.00 with Manning & Napier accounts Fee-only: Financial planning fixed fees generally range from $3,000 to $12,000; hourly fees range from $350 to $800; administrative/support fees range from $160 to $365 per hour.
Main office location
WealthPro, LLC
Gloversville NY, United States
Number of offices
2
Most active in
WealthPro, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Hampshire · New York
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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