BDB Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BDB Wealth Advisors LLC provides discretionary and non‑discretionary portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and corporate or business entities. The firm also offers ongoing plan consulting for employer‑sponsored retirement plans and manages business‑owned investment accounts such as corporate cash reserves and deferred compensation assets.
The firm documents Investment Policy Statements and tailors portfolios using a mix of cyclical, fundamental, technical analysis and modern portfolio theory to align allocations with clients’ objectives and risk tolerances. BDB Wealth Advisors offers specific strategies that include SEC‑registered defined‑outcome (buffered) ETFs, an optional ESG/values‑based overlay, and a limited margin overlay in select taxable accounts, and provides tiered subscription access to financial planning tied to asset thresholds.
Distinctive features disclosed in the brochure include that the firm’s principals are licensed insurance agents and may offer commissionable insurance products, a relationship the firm identifies and documents as a potential conflict of interest. It is also notable for providing pension consulting and institutional/corporate account management while operating as a small, recently formed advisor with roughly $1.2 million in assets under management and a surety bond to address start‑up capital requirements.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $0 to $15,000+ depending on complexity; Pension consulting flat fees range from $250 to $10,000 annually based on plan type and complexity.
$10,000 - $20,000: 1.20% $20,001 - $50,000: 1.00% $50,001 - $100,000: 0.90% $100,001 - $250,000: 0.85% $250,001 - $500,000: 0.80% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.55%
$0 to $100 per hour for financial planning and pension consulting; $100 per hour for additional financial planning time beyond complementary hours.
Financial planning subscription plan at $65 per month for approximately 45 minutes of advisor time per month; includes complementary financial planning access for portfolio management clients with varying levels of AUM.
Account minimum: $10,000
Main office
Red Lion PA
Advisors at this office
1
Most active in
Illinois · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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