Vocare Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vocare Wealth Advisors provides investment advisory and financial planning consulting to individuals and high-net-worth clients, offering discretionary managed account programs and written investment strategies that address estate planning, retirement income, taxes, healthcare, and risk management. The firm is SEC-registered and currently reports no assets under management and no active registered advisors.
The brochure describes a client-tailored approach that incorporates asset allocation, dollar‑cost averaging, technical analysis, and both long- and short‑term purchases, with discretionary management and at least quarterly account reviews. It recommends establishing custody with an independent custodian (the brochure cites Charles Schwab) and allows clients to impose written investment restrictions on their accounts.
Noteworthy for a firm reporting no AUM or active advisors, the brochure emphasizes individual portfolio management alongside standalone financial planning and consulting services, and discloses that some representatives are licensed to sell commissionable insurance products (up to 30% of representatives’ time), which the firm identifies as a potential conflict of interest. The firm also notes limited custody only through fee deduction, does not vote client proxies, and includes a specific disclosure about risks from service providers’ use of artificial intelligence and machine learning.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.30% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $6,000,000: 0.90% $6,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%
Main office
See office11790 Sunrise Valley Drive, Suite 104
Reston VA 20191
Advisors at this office
1
Offices (2)
Most active in
Tennessee · Virginia
Also doing business as
Vocare Wealth Advisors · Vocare Wealth Advisors 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.
Advisors at this firm
Albert W
CFP®, Series 66
Reston, VA
Vocare Wealth Advisors
Albert Wu is a CFP® professional with 13 years of industry experience. He is currently with Vocare Wealth Advisors and has previously worked at Raymond James Financial Services Advisors, Edward Jones, and Freedom Street Partners. Outside of advisory work, he is the owner of NeXco Inc and serves as Treasurer for The ServiceSource Foundation, a nonprofit supporting people with disabilities and their families. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed account programs and tailored written investment strategies encompassing estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes individual portfolio management and client-specific financial consulting.
Holden V
CFP®, Series 65
Goodlettsville, TN
Vocare Wealth Advisors
Holden Varvel is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Vocare Wealth Advisors and has held prior roles at Raymond James Financial Services Advisors, Total Wealth Planning, and Penn Mutual Life Insurance Co, among others. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed account programs and customized investment strategies that address estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes individualized portfolio management alongside standalone planning and consulting.
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