WealthPro, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$49,981,797
Clients
92
Advisors
1
of 2 employees
About
WealthPro, LLC provides comprehensive financial planning, investment consulting and portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other entities. The firm delivers advisory services on a fee basis and, through its associated persons, also offers brokerage and insurance products on a commission basis.
The firm typically operates on a non‑discretionary basis for its advisory role, recommending asset allocations and introducing clients to independent third‑party managers and model strategists who may have discretionary authority to implement portfolios, including model portfolios available through an AssetMark‑based wrap program (WealthCraft MAAP). WealthPro conducts ongoing monitoring and periodic reviews of accounts while clients retain custody relationships and responsibility for proxy voting and other custodial statements.
Noteworthy aspects of the brochure include WealthPro’s use of a wrap‑fee platform and multiple independent managers, and a disclosed affiliation and supervisory relationship with The Strategic Financial Alliance, Inc. and its parent holding company (including a minority ownership interest and stock option arrangements). The firm is also a licensed insurance agency and permits associated persons to effect commission‑based securities and insurance transactions, arrangements the brochure identifies as creating potential conflicts of interest and fee‑sharing or referral compensation.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range from $3,000 to $12,000; possible fixed rates for certain consulting or beneficiary services.
$0 - $250,000: 1.65% (AssetMark Platform Advisory Fee Schedule) $250,000 - $500,000: 1.50% (AssetMark Platform Advisory Fee Schedule) $500,000 - $1,000,000: 1.30% (AssetMark Platform Advisory Fee Schedule) $1,000,000 - $2,000,000: 1.00% (AssetMark Platform Advisory Fee Schedule) $2,000,000+: 0.70% (AssetMark Platform Advisory Fee Schedule) $0 - $250,000: 1.25% (Manning & Napier for first $250,000) $250,000 - $500,000: 1.00% (Manning & Napier over $250,000) $500,000 - $2,000,000: 0.85% (Manning & Napier) $2,000,000+: 0.60% (Manning & Napier)
Associated Persons may offer brokerage services under commission arrangements via The Strategic Financial Alliance, Inc. (The SFA).
Hourly fees generally range from $350 to $800 for financial planning and consulting; $160 to $365 for certain administrative/support services.
Account minimum: $10,000 Minimum fee: Minimum annual fee of $3,125.00 with Manning & Napier accounts Fee-only: Financial planning fixed fees generally range from $3,000 to $12,000; hourly fees range from $350 to $800; administrative/support fees range from $160 to $365 per hour.
Main office
Gloversville NY, United States
Most active in
Florida · New Hampshire · New York
Also doing business as
Solomon Associates · Wealthpro, 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.
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