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Caleb Velleca

Advisor at Commonwealth Financial Network — Dover, OH

Updated today

Credentials

Series 66

Experience

6 years

Location

Dover, OH

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,776

Across 1,213 offices

Clients per advisor

128 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Caleb Velleca is a Series 66-licensed financial advisor with six years of industry experience, currently with Commonwealth Financial Network since 2019. Prior to joining Commonwealth, he worked at Cooper Standard Automotive from 2016 to 2019. Velleca is also a co-owner of MaPP Investment Service, LLC, as well as several holding companies engaged in real estate management. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving a diverse client base of individuals and institutions.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

See office

Dover, OH

Dover OH

Advisors at this office

1

Most active in

Ohio · Texas

Work history

6 years of industry experience

Commonwealth Financial Network

2019 - Present • 7 years

Waltham, MA

MaPP Investment Service, LLC

2019 - Present • 7 years

New Philadelphia, OH

Cooper Standard Automotive

2016 - 2019 • 3 years

New Philadelphia, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lewis H

Series 65

Dover, OH

Hindman Financial, LLC

Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.

General retirement planning Income planning General tax planning General estate planning guidance Cash flow / budgeting
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Douglas F

CFP®, CFA®, Series 66

New Philadelphia, OH

Rea Wealth Management

Douglas Feller is a CFP® and CFA® with 23 years of industry experience. He has been with Rea Wealth Management and Commonwealth Financial Network since 2002. Outside of his advisory role, he is a co-owner of Rea Real Estate, Ltd., which manages commercial real estate in Ohio. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolio management, financial planning, and mutual fund asset-allocation services through a team of 11 advisors.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Thomas S

Series 66

New Philadelphia, OH

Rea Wealth Management

Thomas Schrock is a financial advisor at Rea Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has been with Rea Wealth Management and Commonwealth Financial Network since 2019. Prior to that, he worked at MAI Capital Management, LLC from 2014 to 2018. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, utilizing both customized portfolios and model-based allocations across equity and fixed-income strategies.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Douglas B

Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Douglas Bambeck is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Rea Wealth Management and Commonwealth Financial Network since 1998. Bambeck serves as a board member for FFD Financial Corp, a publicly traded holding company for First Federal Community Bank, where he reviews financials and advises on operational procedures. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Matthew A

Series 63, Series 66

New Philadelphia, OH

Rea Wealth Management

Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Rea Wealth Management and Commonwealth Financial Network since 2017. Outside of advising, he co-owned a floral and event design business from 2016 to 2020. Rea Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers personalized asset management and financial planning services, utilizing a range of investment strategies and programs through an 11-advisor team.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Matthew C

CFP®, ChFC®, Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Matthew Campbell is a CFP® and ChFC® with 25 years of industry experience. He has worked at Rea Wealth Management and CommonWealth Financial Network since 2000. Outside of his advisory role, he is co-owner of Rea Real Estate, Ltd., a commercial real estate management entity in Ohio. Rea Wealth Management is an SEC-registered, multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers tailored financial planning and asset management services, utilizing a mix of equity and fixed-income strategies along with mutual fund asset-allocation models to align portfolios with clients’ goals and risk tolerance.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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