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Varbeco Wealth Management, LLC

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Client assets under management

$0

Clients

0

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

Varbeco Wealth Management, LLC provides financial planning and consulting to individuals, retirement plans, trusts, estates, charitable organizations and business entities, and is also a licensed insurance agency. Although registered as an investment adviser, the firm states it does not itself manage client securities accounts; certain supervised persons may offer brokerage or advisory services in their individual capacities through an affiliated broker‑dealer.

The firm describes an education‑focused planning process that begins with a full interview and fact‑finding, uses WealthVision to develop customized asset allocation and investment recommendations, and includes periodic reviews and ongoing client communication. Engagements are documented by written agreements, and Varbeco leaves implementation decisions to clients while making recommendations and referrals to other professionals as appropriate.

Distinctively for a firm in this category, Varbeco offers fixed‑fee or hourly fee planning arrangements rather than percentage‑of‑assets‑under‑management billing and does not debit fees from client accounts or take custody of client assets. The brochure also discloses that supervised persons may act as registered representatives of LPL and receive commissions or insurance commissions, and notes policies (including a code of ethics) intended to address those potential conflicts.

Client services

Financial planning Consulting

Expertise

General retirement planning College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fees generally range from $850 to $3,500

Commissions

Certain supervised persons offer securities brokerage services under commission arrangements with LPL Financial; commissions and 12b-1 fees may be charged and received

Project-based

Hourly fees generally range from $150 to $225 per hour

Other

Fee-only: Fixed fees generally range from $850 to $3,500; hourly fees generally range from $150 to $225 per hour

Main office location

Varbeco Wealth Management, LLC

411 State Route 34, Suite 1

Colts Neck NJ 07722, United States

Number of offices

2

Most active in

More info

New Jersey

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 732-493-0055

Advisors at this firm

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user avatar

Paul C

Series 66

Colts Neck, NJ

Varbeco Wealth Management, LLC

Paul Campadonico is a financial advisor with Varbeco Wealth Management, LLC in Colts Neck, NJ, holding a Series 66 designation and 29 years of industry experience. He has been with Varbeco Wealth Management and affiliated with LPL Financial since 2002. Campadonico is also licensed in non-variable insurance and dedicates part of his work to that area. Varbeco Wealth Management provides financial planning and consulting services to individuals and various institutional clients, focusing on analysis and recommendations rather than discretionary management of client accounts. The firm emphasizes a structured planning process and client education, offering fee arrangements that differ from typical asset-based models.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

David V

CFP®, Series 63, Series 65

Colts Neck, NJ

Varbeco Wealth Management, LLC

David Vargo is a CFP®-certified financial advisor with LPL Financial, based in Sherman, CT, and has 36 years of industry experience. He has been with LPL Financial since 2001 and also operates Varbeco Wealth Management, LLC. Outside of his financial advisory work, he performs as a musician several times a month in various venues across New Jersey. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

General retirement planning College savings (529s, UTMA, etc.)
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