Prometheus Capital Management Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$395,281,310
Clients
268
Advisors
2
of 4 employees
About
Prometheus Capital Management Corp. is an SEC-registered adviser that provides investment supervisory services, pension and 401(k) consulting, financial planning and other consulting to individuals, high-net-worth clients, retirement plans, trusts and privately held businesses. The firm works with both individual retail clients and plan sponsors, delivering written financial plans and periodic reporting alongside ongoing portfolio oversight.
The firm develops client-specific investment strategies through interviews to determine objectives, risk tolerance and time horizon, and implements those strategies using a mix of fundamental, technical and asset-allocation approaches. Unlike many peers, Prometheus conducts portfolio supervision on a primarily non‑discretionary basis, so clients retain authority to approve transactions and the firm documents quarterly reviews and monitoring consistent with client objectives.
Notable distinctions in the brochure include a compact advisory team managing roughly $398 million across a few hundred client accounts and advisory personnel who are also licensed insurance professionals and may receive commission-based compensation for insurance sales, a conflict the firm discloses and manages through policies and client disclosure. The firm also discloses use of third‑party standing letters of authorization for client disbursements and the resulting custody implications for certain accounts, and it provides ERISA fiduciary services and participant education for retirement-plan clients.
Client services
Occupation focus
Fee options
Financial Planning and Consulting Services fixed fees typically ranging from $500 to $10,000
$0 - $49,999.99: 1.75% $50,000 - $99,999.99: 1.50% $100,000 - $199,999.99: 1.25% $200,000 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.75% $5,000,000 - $7,499,999.99: 0.70% $7,500,000 - $9,999,999.99: 0.65% $10,000,000+: 0.60%
Certain personnel earn commissions for selling insurance products, separate and in addition to advisory fees
Financial Planning and Consulting Services charged at $350 per hour
Fee-only: Financial Planning and Consulting Services fees charged hourly at $350/hour and fixed fees ranging from $500 to $10,000
Main office
30 S. Main Street
Yardley PA 19067
Advisors at this office
2
Most active in
Florida · Massachusetts · New Jersey · New York · Pennsylvania · Texas · Virginia
Also doing business as
Prometheus Capital Management Corp. · Prometheus Capital Management, Corp.
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:
-
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.
Advisors at this firm
Stephen W
CFP®, Series 63, Series 65
Yardley, PA
Prometheus Capital Management Corp.
Stephen Wetzel is a CFP® professional with 35 years of industry experience. He is president of Prometheus Capital Management Corp., where he has worked since 1994, and has been affiliated with The Investment Center Inc. since 2011. Wetzel is a full adjunct professor of financial management at New York University, where he has taught CFP program courses since 1991. Prometheus Capital Management Corp. is an SEC-registered adviser providing investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, and privately held businesses. The firm develops client-specific investment strategies and offers primarily non-discretionary portfolio supervision, allowing clients to retain transaction approval authority.
Nicholas W
CFP®, Series 66
Yardley, PA
Prometheus Capital Management Corp.
Nicholas Wetzel is a CFP® with seven years of industry experience currently with Prometheus Capital Management Corp. and The Investment Center, Inc. since 2021. He previously worked at Goldman Sachs and KeyBank National Association. Outside of his advisory role, Wetzel volunteers as a sub-group leader for the South Jersey Real Estate Investors Association, organizing local events and educational seminars on financial planning for landlords. Prometheus Capital Management Corp. is an SEC-registered adviser providing investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, and privately held businesses. The firm develops client-specific investment strategies and conducts portfolio supervision primarily on a non-discretionary basis, combining fundamental, technical, and asset-allocation approaches.
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")