Conestoga Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Conestoga Wealth Partners is a small, planning-focused registered advisory firm that works with individuals and families to deliver customized financial planning and consulting across retirement income, estate planning, education funding, portfolio and investment analysis, and related topics. The firm delivers written plans and implementation advice but does not provide discretionary asset management, custody client assets, or participate in wrap fee programs.
Its process centers on client-supplied information and independent research to produce a written financial plan that commonly recommends mutual funds and addresses tax, cash-flow, and qualified-plan rollover issues. The firm employs a range of analysis techniques—asset allocation, fundamental, quantitative and technical approaches, and dollar-cost averaging—and treats implementation as optional, with ongoing reviews provided only when clients engage for additional services.
Conestoga is notable among supported firms for not charging percentage-of-AUM fees and for not offering portfolio management for individual accounts, instead billing on hourly and fixed-fee bases and reserving implementation through an affiliated broker-dealer when clients choose to proceed. The firm discloses potential commission compensation when recommendations are implemented through that broker-dealer and documents ERISA rollover advice and related disclosures, including an explicit disclosure of acquisition-related loans that create an incentive to maintain the broker-dealer relationship.
Client services
Expertise
Fee options
Fixed fees generally range from $2,500 to $10,000 per engagement
Commissions earned if implementation of securities or insurance products through Investment Adviser Representatives; commissions from insurance product sales
Up to $500 per hour; junior representatives charge $280 per hour
Fee-only: Hourly fees up to $500 per hour; Fixed fees generally range from $2,500 to $10,000 per engagement
Main office
3226 Rosedale St. NW, Suite 200
Gig Harbor WA 98335
Advisors at this office
3
Most active in
Washington
Also doing business as
Conestoga Wealth Partners · Conestoga Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Andrew T
CFP®, Series 63, Series 65
Gig Harbor, WA
Conestoga Wealth Partners
Andrew Thibeault Jr. is a CFP® professional with 30 years of experience in financial advising, currently with Conestoga Wealth Partners in Gig Harbor, WA. He has previously worked at Commonwealth Financial Network and Wells Fargo Advisors. Thibeault also serves as a FINRA arbitrator in non-public dispute resolution. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management services.
Conner H
CFP®, Series 66
Gig Harbor, WA
Conestoga Wealth Partners
Conner Hartmann is a CFP® professional with 10 years of experience, currently serving at Conestoga Wealth Partners in Gig Harbor, WA. He previously worked at Wells Fargo Advisors from 2016 to 2019 and has been with Commonwealth Financial Network since 2019. Hartmann also has a long-standing role with the South Kitsap School District. Conestoga Wealth Partners is a small, planning-focused advisory firm that delivers customized financial plans and consulting services to individuals and families. The firm emphasizes written plans based on client information and independent research, offering advice on retirement, estate, education funding, and investment analysis without providing discretionary asset management.
Klaudia Anna C
Series 63, Series 65
Gig Harbor, WA
Conestoga Wealth Partners
Klaudia Anna Conradt is a financial advisor at Conestoga Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Commonwealth Financial Network. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management and investment advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)