WealthKare.com, Inc. logo

WealthKare.com, Inc.

Updated today

Client AUM

$136,569,546

Clients

370

Advisors

7

across 2 offices

About

WealthKare serves individual and high‑net‑worth clients, as well as trusts, estates, pension and charitable accounts, delivering discretionary portfolio management, financial planning and consulting, and co‑advisor relationships with third‑party managers. The firm also supports assets held away (e.g., workplace retirement plans) and offers estate‑planning access via a licensed technology platform to help clients create and manage legal documents.

The firm’s investment process emphasizes fundamental analysis and generally favors long‑term strategies tailored to each client’s goals, time horizon and risk tolerance, with formal reviews at least annually and ongoing monitoring. WealthKare subscribes to model portfolios through third‑party marketplaces (including an Altruist model marketplace) and acts as co‑advisor on sponsored platforms, and it discloses use of AI tools to support research and administrative workflows rather than to replace advisor judgment.

Compared with peers, WealthKare operates from five offices and combines traditional advisory services with several uncommon offerings: it participates in a bundled subscription program through a custodian platform, provides client education (eBooks, webinars and seminars), and maintains affiliated insurance and real‑estate activities (advisory persons are also licensed as insurance professionals and/or real estate agents). The firm also integrates estate‑planning technology (Wealth.com) and has structured co‑advisor fee and incentive arrangements with third‑party managers, which are disclosed to clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Social Security optimization General tax planning

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Fee options

Fixed

Financial planning and consulting fees from $2,500 to $10,000 based on complexity; Estate planning max fee $1,000 for less than $1,000,000 assets (basic estate planning free for clients with $1,000,000 or more invested)

Percentage

$0+: Negotiable up to 2.25% annually (single flat rate may apply but negotiable) All Assets+: 1.65% annually (Custom Indexing - Strategic with Gradient Investments, includes GI Fee 0.65% and WealthKare Fee 1.00%) All Assets+: 1.50% annually (Strategic portfolio with Gradient Investments, GI Fee 0.50%, WealthKare Fee 1.00%) All Assets+: 1.50% annually (Tactical Portfolio, Gradient Investments) (GI Fee 0.50%, WealthKare Fee 1.00%) All Assets+: 1.65% annually (Custom Indexing - Allocation, Gradient Investments) (GI Fee 0.65%, WealthKare Fee 1.00%) All Assets+: 1.50% annually (Allocation & Defined Outcome Portfolio, Gradient Investments) (GI Fee 0.50%, WealthKare Fee 1.00%) All Assets+: 1.50% annually (Private Wealth Portfolio, Gradient Investments) (GI Fee 0.50%, WealthKare Fee 1.00%) All Assets+: 1.00% annually (Preservation Portfolio, Gradient Investments) (GI Fee 0.40%, WealthKare Fee 0.60%)

Commissions

Licensed insurance professionals receive commissions separately from advisory fees

Subscriptions

Altruist One Program subscription fee of 0.01% of assets per month; fees for webinars, education, and subscription services paid via EFT or check

Other

Account minimum: $500,000 Minimum fee: $300 Quarterly Service Fee for certain accounts plus negotiated amounts

Main office

See office

11898 Arrowhead Way

Mount Union PA 17066

Advisors at this office

6

Most active in

Florida · Maryland · Pennsylvania · Washington

Also doing business as

The Wealthkare Investment Center · Wealthkare.Com, Inc.

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Elijah A

Series 65

Summerfield, FL

WealthKare.com, Inc.

Elijah Attlesperger is a financial advisor at WealthKare.com, Inc. with a Series 65 designation and one year of industry experience. Prior to entering the financial advisory field, he worked at Precision Castparts Corp and Lowe’s. WealthKare.com, Inc. serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable accounts, offering discretionary portfolio management, financial planning, and co-advisor relationships. The firm combines fundamental analysis and long-term investment strategies with innovative services such as estate-planning technology and client education programs.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Anthony B

Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Anthony Brong is a financial advisor at WealthKare.com, Inc. with 23 years of industry experience. He has been with WealthKare.com and American Assets Financial Corporation since 2011 and holds Series 63 and Series 65 licenses. Outside of advising, he works as an independent insurance agent. WealthKare serves individual and high-net-worth clients, trusts, estates, pension and charitable accounts with discretionary portfolio management, financial planning, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals, and integrates estate-planning technology alongside educational resources and insurance services.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Cinnamon C

Series 65

Mount Union, PA

WealthKare.com, Inc.

Cinnamon Colony Chatman is a Series 65 credentialed advisor with eight years of industry experience. She is affiliated with WealthKare.com, Inc., where she has worked since 2018, and previously operated as a sole proprietor. Outside of financial advising, she is a licensed real estate agent with Colony Realty Group, LTD., dedicating a significant portion of her professional time to this practice. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by providing discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term investment strategies tailored to clients' goals, integrating estate-planning technology and offering uncommon services such as bundled subscription programs and client education.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Bruce S

Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Bruce Smith III is a financial advisor with WealthKare.com, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Smith is the majority owner of an educational company, Get More Retirement, LLC, and has been involved in the insurance business through American Asset Financial Corp. since 1986. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by providing discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to each client’s goals, and it integrates estate-planning technology and educational resources alongside traditional advisory services.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Bruce S

Series 65

Mount Union, PA

WealthKare.com, Inc.

Bruce Smith IV is a Series 65-licensed advisor with 20 years of industry experience. He is currently with WealthKare.com, Inc., where he has worked since 2002, and has held roles at RIA Wealth Solutions, LLC and Get More Retirement, LLC. Outside of his advisory work, Smith serves as a director for the Mount Union Area School District, a nonprofit organization. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pensions, and charitable accounts by providing discretionary portfolio management, financial planning, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals, with annual reviews and ongoing monitoring, and integrates technology and third-party managers to support its services.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Christopher H

CFP®, Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Christopher Heaster is a CFP® professional with 20 years of industry experience. He is affiliated with WealthKare.com, Inc. and has previously worked with RIA Wealth Solutions, LLC and American Assets Financial Corporation. Outside of advising, he is a partial owner of an educational company and serves as an unpaid assistant director for a local school district nonprofit. WealthKare.com, Inc. serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable accounts, providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals and risk tolerance, combining traditional advisory services with client education and estate-planning technology.

General retirement planning Retirement income strategy Social Security optimization General tax planning
user avatar

Nathan C

Series 63, Series 65

Mount Union, PA

WealthKare.com, Inc.

Nathan Chatman is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with WealthKare.com since 2002 and has previously operated as a sole proprietor and with RIA Wealth Solutions, LLC. Outside of advisory services, he is involved in realty product sales and services as a licensed realtor with Colony Realty Group, LTD. WealthKare.com serves individual and high-net-worth clients, as well as trusts, estates, and pension and charitable accounts, providing discretionary portfolio management, financial planning, and co-advisor relationships. The firm focuses on fundamental analysis and long-term strategies tailored to client goals and risk tolerance, and it combines traditional advisory services with offerings such as estate-planning technology and client education.

General retirement planning Retirement income strategy Social Security optimization General tax planning
View complete list of advisors at this firm
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