Varbeco Wealth Management, LLC
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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
Expertise
Fee options
Fixed fees generally range from $850 to $3,500
Certain supervised persons offer securities brokerage services under commission arrangements with LPL Financial; commissions and 12b-1 fees may be charged and received
Hourly fees generally range from $150 to $225 per hour
Fee-only: Fixed fees generally range from $850 to $3,500; hourly fees generally range from $150 to $225 per hour
Main office
411 State Route 34, Suite 1
Colts Neck NJ 07722
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Varbeco Wealth Management, LLC · Varbeco 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 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.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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