Directory of Professional Retirement Planners
National Coverage
Local Professionals
WEALTHFD
555 E North Lane
Suite 6075
Conshohocken, Pennsylvania 19428
Tel: 215-671-6660
About WEALTHFD
WEALTHFD, formally registered with the SEC as WEALTHFD. The firm was established in 08/09/2021. They have over 2 offices throughout the country.
WEALTHFD is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $32,459,959 assets under management, offering retirement planning & investment advisory services to 958 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299248 |
| SEC# | 801-121549 |
| Assets Managed by Firm | $32,459,959 |
| No. of Clients | 958 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 958 | $32,459,959 |
| Individuals (other than high net worth individuals) | 272 | $19,424,302 |
| High net worth individuals | 10 | $10,753,155 |
| Pension and profit sharing plans | 25 | $2,282,502 |
More Retirement Planning firms in Conshohocken, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Conshohocken, Pennsylvania