VanWeelden Wealth Management, LLC
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About
VanWeelden Wealth Management, LLC provides discretionary investment management and related financial planning services to individuals (including high-net-worth clients), trusts, and estates. The firm offers retirement account advice and may implement portfolios directly or by recommending unaffiliated Independent Managers as part of its service model.
The firm follows a primarily long-term investment approach while allowing for tactical adjustments, combining fundamental, technical, and cyclical analysis. Portfolios are structured using a stated "three-pronged" framework — cash and equivalents; shorter-term, income-oriented segments; and longer-term, growth-oriented segments — and the firm may incorporate third-party defensive tactical strategies when appropriate.
Distinctive features include an affiliated insurance agency (VanWeelden Group, LLC) whose licensed insurance professionals receive commissions for insurance sales that are separate from advisory fees, a relationship the brochure discloses as a potential conflict of interest. The firm also notes the use of client testimonials in its advertising (an uncommon practice among peers) and its lead advisor holds AIF and CAP designations and has published a book on retirement planning, which the brochure cites as an additional business activity.
Client services
Expertise
Fee options
Up to $25,000 per engagement for standalone financial planning services
up to 1.00% annually (based on factors such as complexity, asset level, and relationship)
Commissions earned separately by advisory persons on insurance products through affiliated insurance agency
Up to $300 per hour for standalone financial planning services
Fee-only: Wealth management services paid as a percentage of AUM; Financial planning fees charged hourly or fixed fee basis
Main office
8905 Cincinnati Dayton Rd
West Chester Township OH 45069
Advisors at this office
3
Most active in
Florida · Indiana · Kentucky · Ohio · Texas
Also doing business as
Vanweelden Financial Group · Vanweelden Retirement Advisors · Vanweelden Wealth Management · Vanweelden Wealth Management, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
John V
Verified by Warmer
Series 63, Series 65
West Chester Township, OH
VanWeelden Wealth Management, LLC
John VanWeelden, MBA, CAP, AIF, and Principal at VanWeelden Wealth Management, LLC with 26 years of industry experience. He previously worked at SIGMA Financial Corporation and SPC for ten years each before founding his current firm in 2017. Outside of his advisory role, he is the owner of an educational book on retirement titled The Real Deal on Retirement. VanWeelden Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment strategy with tactical adjustments, using a three-pronged portfolio framework and may incorporate third-party defensive strategies as appropriate.
Arthur O
CFP®, Series 63, Series 65
West Chester Township, OH
VanWeelden Wealth Management, LLC
Arthur Owens is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at VanWeelden Wealth Management, LLC and has previously worked at Edward Jones and Concourse Financial Group Securities, Inc. Owens is also a licensed insurance agent involved in insurance sales and implementation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment approach with tactical adjustments, using a three-pronged portfolio framework and incorporating third-party defensive strategies when appropriate.
Brittany S
Series 66
West Chester Township, OH
VanWeelden Wealth Management, LLC
Brittany Smith is a financial advisor at VanWeelden Wealth Management, LLC with one year of experience at the firm and ten years previously at Wells Fargo Advisors, LLC. She holds the Series 66 designation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a primarily long-term investment approach with tactical adjustments and structures portfolios using a three-pronged framework of cash, income-oriented, and growth-oriented segments.
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