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WealthProtect Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,719,924
Clients
8
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
8
Very LowAverage account size
$964,991
About
WealthProtect Advisors LLC is an independent, fee-only advisory firm that provides wealth management, investment management, and financial planning to individual and high‑net‑worth clients. The solo advisor operates a very small client practice (eight clients, roughly $7.72 million in AUM) and offers continuous advice across common instruments such as stocks, bonds, mutual funds, ETFs, and cash equivalents.
The firm’s investment approach is grounded in modern portfolio theory and emphasizes passive investment management and asset allocation, supplemented by selective strategies such as fixed‑income ladders, U.S. Treasury securities, and periodic portfolio rebalancing. Accounts are generally managed on a discretionary basis with quarterly reviews and an option for integrated financial planning at no additional fee if elected.
Noteworthy differences from many peers include its choice not to bill by a percentage of assets under management but instead to use a flat, periodic advisory fee structure, and its small, HNW‑focused client roster that suggests a highly personalized service model. The firm also requires clients to custody assets at its recommended custodian and executes client trades individually rather than aggregating orders, practices that diverge from common industry patterns.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Annuities
Fee options
$0 - $2,000,000: $4,800 annual fee for singles, $6,720 annual fee for married couples $2,000,001 - $4,000,000: $6,000 annual fee for singles, $7,920 annual fee for married couples $4,000,001 - $6,000,000: $7,200 annual fee for singles, $9,120 annual fee for married couples $6,000,001+: Add $1,200 per $2,000,000 additional assets
Account minimum: $250,000 Minimum fee: $4,800 to $7,200 annually for singles; $6,720 to $9,120 annually for married couples, depending on assets under advisement Fee-only: Flat annualized fees based on assets under advisement as detailed above; one-time $1,200 onboarding fee rebated after 3 years
Main office location
WealthProtect Advisors LLC
Pittsburgh PA, United States
Number of offices
1
Most active in
WealthProtect Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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