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William Paul Krause

Advisor at The Partners Wealth Management — Sinking Spring, PA

Updated today

Credentials

ChFC®, Series 63

Experience

48 years

Location

Sinking Spring, PA 19608

The Partners Wealth Management logo

The Partners Wealth Management

Multi-team

Total advisors

33

Across 19 offices

Clients per advisor

180 Very High

Avg AUM per client

$181,950 Very Low

HNW client ratio

7% Low

About

William Krause is a financial advisor at The Partners Wealth Management with 48 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at American Portfolios Financial Services, Inc. and Massmutual Life Insurance Company. In addition to advisory services, he operates as a financial consultant specializing in life, property and casualty, and health insurance. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management using internal and third-party models, with assets managed directly or allocated to outsourced managers.

Client services

Based on The Partners Wealth Management

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Tamp program/model manager/sub advisor

Expertise

Based on The Partners Wealth Management

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance

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Fee options

Fixed

Possible fixed engagement fees for financial planning and consulting services; varies by client and engagement.

Percentage

up to 2.99% annually, depending on asset level, complexity, and client relationship

Commissions

IARs may earn commissions when acting as Registered Representatives; commissions are separate and in addition to advisory fees.

Project-based

Up to $400 per hour for one-time financial planning and consulting services.

Other

Minimum fee: Certain clients may have a fixed annual fee or fixed rate fee or different fee schedule.

Location

See office

Sinking Spring, PA

1042 Columbia Ave.

Sinking Spring PA 19608

Advisors at this office

3

Most active in

Delaware · Pennsylvania

Work history

48 years of industry experience

The Partners Wealth Management

2025 - Present • 1 year

Carmel-By-The-Sea, CA

OSAIC

2024 - 2025 • 1 year

Scottsdale, AZ

American Portfolios Financial Services, Inc.

2013 - 2024 • 11 years

Holbrook, NY

Massmutual Life Insurance Company

2006 - 2025 • 19 years

Center Valley, 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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Paul F

Series 63, Series 65

Birdsboro, PA

Paul Fair Associates, LLC

Paul Fair is the principal of Paul Fair Associates, LLC, an independent advisory firm, and holds Series 63 and Series 65 designations. He has 22 years of industry experience and has operated his own firm since 2000. In addition to advisory services, he is licensed to sell fixed insurance and fixed annuity products. Paul Fair Associates, LLC provides investment advisory services primarily to individuals and high-net-worth clients, offering managed accounts and one-time financial planning. The firm customizes asset allocation and investment strategies based on client objectives, risk tolerance, and time horizons, employing various approaches including discretionary and non-discretionary management.

Annuities
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Stephen E

CFP®, Series 63

Morgantown, PA

Elliker Financial

Stephen Elliker is a CFP®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Michael S

Sinking Spring, PA

WealthPenn.com LLC

Michael Shearer is the sole advisor at WealthPenn.com LLC, an independent advisory firm based in Sinking Spring, PA. He holds a Certified Public Accountant credential and has four years of industry experience. Outside of advisory services, he maintains accounting-related business activities. WealthPenn.com LLC provides online, fee-based investment advisory and financial planning services to high-net-worth families, individuals, trusts, pension and profit-sharing plans, corporations, and other business entities. The firm’s investment approach uses fundamental analysis and a long-term purchase orientation tailored to each client’s financial circumstances, objectives, and risk tolerance.

Wealth management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Scott F

Series 65

Wyomissing, PA

Foster Investment Management, LLC

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Passive / index investing Active portfolio management
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Francis P

Series 63, Series 65

Mohnton, PA

GuidePost Capital Management Group, LLC

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

Retirement income strategy Options & derivatives strategies

Dillon K

CFP®

Sinking Spring, PA

Rewealth

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Business ownership considerations Founder/Business Owner Real Estate Professional Christian Faith Based
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