Extlon, PA Office
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AdvisorNet Wealth Partners
Multi-team
Firm-wide stats for AdvisorNet Wealth Partners
About
AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals (including both non‑HNW and high‑net‑worth clients), trusts, corporations and qualified plans. The firm offers both discretionary and non‑discretionary management, including wrap‑fee and non‑wrap arrangements, and commonly charges percentage‑of‑AUM and fixed fees while managing accounts at the household level.
The firm constructs diversified portfolios using equities, fixed income, mutual funds and ETFs and may allocate to sub‑advisors, independent managers or internal model portfolios (Portfolio Partners) to implement client objectives. AdvisorNet also uses certain funds that require adviser approval (e.g., Dimensional Fund Advisors) and can manage held‑away qualified plan participant accounts via a third‑party platform; it provides standalone financial planning and periodic consulting in addition to ongoing management.
Compared with many peers, AdvisorNet’s business mix includes a substantial number of management persons who are registered representatives of Cetera Advisor Networks and the firm operates as a licensed insurance agency, meaning some representatives can implement recommendations on a commission basis and participate in Cetera loan/bonus programs disclosed in the brochure. The firm is owned by a network of roughly 50 individuals, operates under numerous trade names, and discloses receipt of technology, service and other economic benefits from recommended custodians (Schwab, Fidelity, Betterment and Pershing), which it identifies as potential conflicts of interest.
Based on AdvisorNet Wealth Partners
Expertise
Based on AdvisorNet Wealth Partners
Location
717 Constitution Dr, Suite 202
Extlon PA 19341
Advisors at this office
4
Advisors at this office
Kimberly B
Series 63, Series 65
Exton, PA
AdvisorNet Wealth Partners
Kimberly Brumbaugh is a financial advisor with AdvisorNet Wealth Partners, holding Series 63 and Series 65 designations and over 28 years of industry experience. She is the founder and CEO of Brumbaugh Wealth Management, LLC, and has held board positions at Mid Penn Bank Holding Company since 2019. Kimberly also serves as an emeritus board member of the Chester County Chamber of Business & Industry and participates in finance committees for local organizations. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management to meet client objectives.
Christopher M
CFP®, Series 63, Series 66
Exton, PA
AdvisorNet Wealth Partners
Christopher Martin is a CFP® professional with 22 years of experience in financial services. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and Bank of America. His other business activities include selling fixed insurance products. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans through diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and third-party managers.
Andrew S
Series 63, Series 66
Extlon, PA
AdvisorNet Wealth Partners
Andrew Storti is an investment advisory representative with AdvisorNet Wealth Partners, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Cetera. He is also a partner and Chief Investment Officer at Brumbaugh Wealth Management. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a range of asset classes and employs both discretionary and non-discretionary management strategies.
Luke W
Series 66
Exton, PA
AdvisorNet Wealth Partners
Luke Wojciechowski is a financial advisor at AdvisorNet Wealth Partners with a Series 66 designation and one year of industry experience. His prior work includes roles at Cetera and Brumbaugh Wealth Management. Outside of advising, he has experience in insurance sales and operational support roles within financial services. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management strategies.
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