Traverse Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Traverse Private Wealth is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm also provides retirement plan consulting and ERISA‑related services alongside individualized investment management for a small client base and relatively modest assets under management.
The adviser constructs client‑specific portfolios with authority to select individual equity and fixed‑income securities, employing tactical, strategic and buy‑and‑hold approaches informed by fundamental, technical, cyclical and quantitative analysis. Accounts are reviewed on a regular basis and certain client types (for example, foundations, endowments, guardianships and nonprofits) are provided written investment policy statements and periodic reporting through the custodian.
Compared with many solo independent advisers, Traverse offers pension and retirement plan consulting and typically contracts directly with plan sponsors in a model intended to avoid third‑party revenue conflicts. The firm also directs clients to a single custodian and may use sub‑advisors for particular strategies, a structure that can simplify custody and fee deduction but may constrain the ability to shop executions across multiple broker‑dealers.
Client services
Expertise
Fee options
Fixed fees for retirement plans, ranging from $3,000 to $20,000 based on plan size
$0 - $2,000,000: 0.75% annually Over $2,000,000+: 0.60% annually
$250 per hour for standalone financial planning services
Minimum fee: Standalone financial planning minimum fee of $2,500
Main office
201 King of Prussia Road, Suite 650
Radnor PA 19087
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Traverse Private Wealth · Traverse Private Wealth 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
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”)