WealthPenn.com LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides online, fee-based investment advisory and financial planning services to a select client base that includes high-net-worth families and individuals, trusts, pension and profit‑sharing plans, corporations, and other business entities. Its service menu covers investment strategy and portfolio management as well as financial planning, budgeting, business transition and consulting, risk management, and college‑funding planning.
The firm manages accounts based on each client’s financial circumstances, objectives and tolerance for risk, employing fundamental analysis and a long‑term purchase orientation to portfolio construction and periodic reporting and reviews. It does not take custody of client assets; clients maintain assets with a qualified custodian chosen by the client and the firm reports using client‑selected custodians for execution and custody services.
Notable distinctions from many peers include that the firm’s principal is a Certified Public Accountant and maintains accounting‑related business activities outside the advisory practice, an affiliation the brochure highlights as a non‑investment professional linkage. The firm also discloses that it does not use percentage‑of‑assets‑under‑management fees and currently reports no client assets under management, indicating a fee model focused on fixed and hourly advisory arrangements and a small, early‑stage advisory footprint.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial consultation services: $165 per hour; Financial planning services: $250 per hour.
Account minimum: $550,000 Minimum fee: Annual fee for wealth management services is $8,200 billed quarterly in four equal installments; fee may be negotiated. Fee-only: Financial planning services charged at $250 per hour, generally requiring about 10 hours; financial consultation services charged at $165 per hour, typically about 20 minutes.
Main office
Sinking Spring PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Wealthpenn.Com · Wealthpenn.Com 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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