Master's Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$446,683,770
Clients
405
Advisors
9
of 12 employees
About
Master’s Wealth Management serves individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning, investment management, and combined wealth management engagements. The firm also provides retirement-plan advisory services (3(21) style), including investment oversight, IPS design, vendor analysis, and participant education for plan sponsors.
As a fiduciary, Master’s builds customized portfolios primarily using ETFs and mutual funds and may supplement those with individual stocks, bonds, independent managers, or legacy holdings for tax or suitability reasons. The firm employs both fundamental and technical analysis, pursues institutional (no‑transaction‑cost) share classes when feasible, and generally follows a long‑term allocation approach while reserving discretion to rebalance or trade for client needs.
What distinguishes Master’s from many peers is that it sponsors a wrap fee program that bundles securities transaction costs into a single advisory fee, a structure that the brochure notes can influence trading incentives and overall client cost outcomes. The firm also discloses an institutional relationship with Raymond James that provides research, technology, and other economic benefits to Master’s and which the firm identifies as a factor in its custodial recommendations.
Client services
Expertise
Fee options
Fixed annual fees may be charged in certain circumstances; details negotiated with Client.
$0+: 0.25% to 1.50% annually, tiered based on asset level and complexity +:
Minimum fee: Financial planning fees generally range up to $20,000 annually; fees may be negotiable.
Main office
1415 E Oregon Rd
Leola PA 17540
Advisors at this office
9
Most active in
Pennsylvania · Texas
Also doing business as
Master's Advisors Inc. · Master's Wealth Management Inc.
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.
Quick links
Advisors at this firm
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")