Prentice Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$548,313,636
Clients
1,024
Advisors
5
across 2 offices
About
Prentice Wealth Management advises individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, charitable organizations, small businesses, and other investment advisers. The firm offers discretionary investment management, model-subscription services under its Knightbridge Capital Management program, financial planning, pension consulting, insurance consulting through an unaffiliated platform, and divorce financial consulting.
PWM constructs personalized investment policies and typically manages accounts on a discretionary basis with ongoing monitoring and rebalancing, drawing on both fundamental and technical analysis. It sponsors a range of model offerings — including rules-based quantitative models, ESG‑filtered strategies, tax-aware equity models, separately managed accounts, and custom portfolios — and makes those models available to other advisers in a subscription format without providing custody.
Distinctive features include the firm’s business-to-business focus through its model subscription service for other advisers and its use of paid referral/Promoter arrangements, which the brochure discloses. PWM also provides specialized divorce and tax analysis services, partners with an insurance consultancy for implementation options, and discloses that some advisors are registered representatives able to offer commissionable products, creating additional implementation pathways and potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees from $195 to $25,000 depending on scope and complexity
$0+: 0.30% to 1.60% (negotiable, depending on advisor, AUM, complexity, strategy) $5,000 - $5,000: 0.20% (Cash Management Portfolios, Portfolio Fee only, no standard asset management fee) $25,000 - $25,000: 0.35% - 0.75% (Allocation Model Portfolio Portfolio Fee) $50,000 - $200,000: 0.35% - 0.75% (Quantitative Model Portfolios Portfolio Fee, varies by aggression level) $50,000 - $200,000: 0.50% - 1.25% (SMA Portfolios Portfolio Fee, varies by aggression level) $150,000 - $300,000: 0.35% - 0.75% (Alpha ESG strategy Portfolio Fee, varies by aggression level) $300,000 - $600,000: 0.50% - 1.25% (Alpha Qualified and Alpha Tax strategies Portfolio Fee, varies by aggression level) $500,000+: Negotiable up to 2.20% (Custom Portfolios Portfolio Fee)
Commission-based sales of securities and insurance products by firm representatives through LPL Financial
Divorce consulting services charged at $300 per hour, fee may be waived or reduced at advisor discretion
KbC Subscription Services fixed subscription fee not to exceed $2,500 per month, negotiable
Fee-only: Financial planning fees ranging from $195 to $25,000 (flat fee)
Main office
See office1150 Penfield Rd.
Rochester NY 14625
Advisors at this office
4
Offices (2)
Most active in
California · Colorado · Connecticut · Florida · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Knightbridge Capital · Prentice Wealth Management LLC · Werth Wealth Planning, 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Michelle W
Series 63, Series 65
Rochester, NY
Prentice Wealth Management LLC
Michelle Werth is a financial advisor with Prentice Wealth Management LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior work includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Putnam Investments. She is involved in fundraising activities for the Vera House Foundation. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and a range of specialized services, including model-subscription programs for other advisers, pension consulting, and divorce planning.
William P
CFP®, Series 63, Series 66
Rochester, NY
Prentice Wealth Management LLC
William Prentice II is a CFP® professional with 27 years of industry experience. He is the founder of Prentice Wealth Management LLC and has worked at LPL Financial since 2025. Outside of advisory services, he is the owner of Alpine Thread, LLC and involved with other business entities. Prentice Wealth Management serves individuals, pension plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized divorce and pension consulting, utilizing both fundamental and technical analysis to manage accounts.
Anthony V
CFP®, Series 65, Series 66
Rochester, NY
Prentice Wealth Management LLC
Anthony Vaccaro is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with Prentice Wealth Management LLC in Rochester, NY, and previously worked at LPL Financial and Cadaret Grant & Co. Inc. Vaccaro provides investment advisory services through Prentice Wealth Management, an independent registered investment advisor. Prentice Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, using both fundamental and technical analysis to construct personalized investment policies.
Andrew S
CFP®, Series 63, Series 65
Rochester, NY
Prentice Wealth Management LLC
Andrew Schuler is a CFP® with seven years of industry experience, currently serving at Prentice Wealth Management LLC in Rochester, NY. His previous roles include positions at Manning & Napier Advisors, Sage, Rutty & Company, and NorthLanding Financial Partners. Outside of financial advisory, he was involved with Black Button Distilling for one year. Prentice Wealth Management advises a range of clients including individuals, pension plans, trusts, charitable organizations, and small businesses. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, employing both fundamental and technical analysis in managing portfolios.
Shawn T
Series 63, Series 65
Westborough, MA
Prentice Wealth Management LLC
Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.
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