DuCharme Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DuCharme Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and small businesses with comprehensive portfolio management, standalone financial planning, and retirement‑plan consulting. The firm also works with clients to select and manage annuity sub‑accounts and to monitor and rebalance held‑away accounts such as 401(k)s and 529 plans.
Investment management is primarily discretionary and focuses on strategic asset allocation, tax‑aware, lower‑cost portfolios and ongoing monitoring, drawing on fundamental, sector, cyclical and qualitative analysis as well as third‑party manager due diligence. Financial planning and consulting are offered on an engagement basis and the firm may use a mix of equities, fixed income, ETFs, mutual funds, options and alternative investments where appropriate.
A distinctive aspect of the firm is that certain representatives are separately licensed insurance agents and the firm recommends and implements insurance and annuity solutions; commissions from those transactions are disclosed and are not credited against advisory fees, creating an explicit conflict of interest that the firm discloses. The firm also leverages third‑party services such as a discounted digital estate‑planning provider and operates with a small advisor team and client base, which shapes its hands‑on service model.
Client services
Expertise
Fee options
Financial Planning flat fees: Initial plan $1,000, Annually $1,000, Semi-Annually $750, Quarterly $500
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.50% $5,000,000+: 0.20%
$199 per hour for Financial Planning & Consulting services
Minimum fee: $1,500 annually minimum for Comprehensive Portfolio Management service Fee-only: Financial Planning & Consulting charged hourly at $199/hour or flat fees ranging from $500 to $1,000 per engagement
Main office
See office610 Old York Road, Suite 400
Jenkintown PA 19046
Advisors at this office
1
Offices (2)
Most active in
Pennsylvania
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
Quick links
Advisors at this firm
David D
Series 63, Series 66
Jenkintown, PA
DuCharme Wealth Advisors, LLC
David Du Charme is a financial advisor at DuCharme Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including ID Washington Wealth Management and Santander Securities. He serves as treasurer and board member of the Milton Hershey School Alumni Association, assisting with budgeting and financial forecasting. DuCharme Wealth Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation and tax-aware, lower-cost portfolios, and provides a hands-on service model supported by a small advisory team.
Justin C
Series 66
Sewickley, PA
DuCharme Wealth Advisors, LLC
Justin Connolly is a financial advisor at DuCharme Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Dollar Bank, FSB and Cetera Investment Services LLC. DuCharme Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation, tax-aware, lower-cost portfolios, and ongoing monitoring.
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