Wealthwise Advisors

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Client assets under management

$15,705,754

Clients

18% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$413,309

About

Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm is small — two registered representatives serving roughly 38 clients with about $15.7 million in regulatory assets under management — and offers ongoing portfolio management and fixed-fee financial planning.

Investment programs are managed on a non-discretionary basis, with client approval required for each trade and individual Investment Policy Statements documenting goals and risk tolerance. The firm uses a mix of fundamental, technical and cyclical analysis and performs regular account reviews, with financial plans delivered within stated timelines and periodic portfolio monitoring.

Wealthwise’s practice includes several uncommon affiliations for a firm of its size: the managing member owns a tax preparation business (Strategic Tax & Advisory Services) and both advisers spend a portion of their time on tax preparation, and both advisers are licensed insurance agents who may recommend and sell insurance products for commission (conflicts are disclosed). The firm also discloses a licensed real‑estate activity and referral arrangements for real estate transactions, and it does not utilize third‑party money managers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General tax planning Cash flow / budgeting Options & derivatives strategies

Fee options

Fixed

Fixed financial planning fees generally range between $300 - $3,500, negotiated based on complexity and client needs.

Percentage

$50,000 - $100,000: 2.00% annually $100,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001+: 1.00% annually

Other

Account minimum: $50,000 (negotiable at the sole discretion of Wealthwise Advisors)

Main office location

Wealthwise Advisors

1100 North Providence Rd., Suite 100

Media PA 19063, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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

Form ADV Part 2: Client Brochure

Quick links

610-285-9883

Advisors at this firm

Jarrod B

CFP®, Series 65

Media, PA

Wealthwise Advisors

Jarrod Barton is a CFP® with 16 years of industry experience, serving as an advisor at Wealthwise Advisors since 2011. He has worked at Strategic Tax and Advisory Services since 2013 and was previously with Zeiders Enterprises. Barton is also the owner of a tax preparation business and is a licensed insurance agent for life and health insurance. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investment programs on a non-discretionary basis, combining fundamental, technical, and cyclical analysis with regular account reviews and delivers financial plans within stated timelines.

General tax planning Cash flow / budgeting Options & derivatives strategies

David R

Series 65

Media, PA

Wealthwise Advisors

David Rosenberg is a Series 65-licensed financial advisor with 13 years of industry experience. He is currently with Wealthwise Advisors and also engages in tax preparation through Strategic Tax & Advisory Services and holds a license as an independent insurance agent. His prior work includes roles in real estate and trading firms such as Compass Pennsylvania LLC and RenGen.io. Wealthwise Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages portfolios on a non-discretionary basis using a combination of fundamental, technical, and cyclical analysis, and offers ongoing portfolio management alongside fixed-fee financial planning.

General tax planning Cash flow / budgeting Options & derivatives strategies

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