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Kenneth Joseph Mcandress

Advisor at B. Riley Wealth Advisors, Inc. — Quakertown, PA

Updated today

Credentials

Series 63, Series 65

Experience

40 years

Location

Quakertown, PA 18951

B. Riley Wealth Advisors, Inc. logo

B. Riley Wealth Advisors, Inc.

Multi-team

Total advisors

172

Across 105 offices

Clients per advisor

59 Typical

Avg AUM per client

$398,069 Low

HNW client ratio

8% Low

About

Kenneth Mcandress is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining B. Riley in 2022, he worked for Stifel Nicolaus & Co Inc from 2010 to 2022. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services including advisory programs, financial planning, and retirement solutions. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.

Client services

Based on B. Riley Wealth Advisors, Inc.

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

Expertise

Based on B. Riley Wealth Advisors, Inc.

Wealth management Retirement income strategy

Occupation focus

Based on B. Riley Wealth Advisors, Inc.

Executive Founder/Business Owner Retired

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Fee options

Fixed

Financial planning services may be billed on a flat fee basis as negotiated

Percentage

$0 - $250,000: 2.50% to 2.75% $250,000 - $1,000,000: 2.25% to 2.50% $1,000,000+: 1.75% to 2.00%

Commissions

Commission-based fees for brokerage services through affiliated broker-dealer BRWM

Project-based

Financial planning services may be billed on an hourly basis as negotiated

Other

Account minimum: $25,000 (negotiable depending on client household, relationship, type, and size of account) Minimum fee: Annual account fee typically $75, may vary based on administrative/transaction fee schedule Fee-only: Financial planning and consulting fees negotiated individually, may be flat fee or hourly rate

Location

See office

Quakertown, PA

136 Mill Rd, Suite A

Quakertown PA 18951

Advisors at this office

3

Most active in

Pennsylvania

Work history

40 years of industry experience

B. Riley Wealth Advisors, Inc.

2022 - Present • 4 years

Devon, PA

B. Riley Wealth Management

2022 - Present • 4 years

Devon, PA

Stifel Nicolaus & Co inc

2010 - 2022 • 12 years

Conshohocken, PA

Boenning & Scattergood, Inc.

2009 - 2010 • 1 year

West Conshohocken, PA

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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Edward K

Series 66

Emmaus, PA

Elk Capital Advisors, LLC

Edward Komito is a financial advisor at Elk Capital Advisors, LLC with 24 years of industry experience. He has held roles at Merrill and Morgan Stanley, and founded Elk Capital Advisors in 2011. Outside of his advisory work, he owns Elk Capital Expeditors, LLC, a logistics and expediting business unrelated to financial services. Elk Capital Advisors provides asset management and advisory services to individuals, high-net-worth clients, trusts, business entities, and defined contribution retirement plans. The firm offers tailored investment strategies on both discretionary and non-discretionary bases, ranging from long-term holdings to frequent trading across various securities.

Active portfolio management Options & derivatives strategies
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Michael G

Series 63, Series 65

Doylestown, PA

MG Financial Management, LLC

Michael Guarracino is the sole advisor at MG Financial Management, LLC, an independent registered investment adviser based in Doylestown, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience, including six years at Concert Wealth Management, Inc. He serves as a board member of Forest Grove Presbyterian Church. MG Financial Management provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm uses a technical-analysis approach to tailor portfolios based on client objectives, time horizons, and risk tolerance, with regular account reviews and a focus on accommodating client-imposed investment restrictions.

Retirement income strategy Active portfolio management
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Michael S

Series 63, Series 65

Doylestown, PA

Solebury Asset Management LLC

Michael Scavullo is a financial advisor at Solebury Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera. His activities include licensed insurance sales alongside his advisory role. Solebury Asset Management provides investment advisory services primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolio management using a variety of analytical approaches and a broad range of securities, with additional services such as pension consulting and a wrap-fee program.

Active portfolio management Options & derivatives strategies
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Kristopher W

Series 63, Series 66

Perkasie, PA

Wallick Wealth Management

Kristopher Wallick is the principal advisor at Wallick Wealth Management in Perkasie, PA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wallick Wealth Management is an independent registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as small businesses and corporations. The firm offers discretionary wealth management and integrated financial planning, employing a range of investment strategies tailored to clients’ objectives and risk tolerance.

Annuities Wealth management Retirement income strategy Active portfolio management
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Yunfei Z

CFA®

Doylestown, PA

Infinitespring

Yunfei Zhou is a CFA® charterholder and the sole advisor at Infinite Spring Asset Management with two years of industry experience. Prior to founding the firm, Zhou was self-employed and held a position at the University of Southern California. Infinite Spring Asset Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and endowment funds. The firm employs a conservative, value-oriented approach focused on bottom-up fundamental analysis to identify undervalued securities and manages portfolios on a discretionary basis within client guidelines.

Active portfolio management Wealth management
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Andrew G

CFA®, Series 63

Doylestown, PA

Gregory Financial LLC

Andrew Gregory is the principal advisor at Gregory Financial LLC in Doylestown, PA. He holds the CFA® designation and Series 63 license and has six years of industry experience, including prior roles at Google, Oxygen, Mambu, Inc., and Synctera. Outside of his advisory work, he is involved in strategic partnerships through Google. Gregory Financial LLC offers financial planning and consulting services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm provides tailored financial plans and consultations without managing investment accounts, emphasizing fee arrangements based on fixed, hourly, or periodic fees rather than asset-based charges.

General retirement planning Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Founder/Business Owner
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