WealthProtect Advisors LLC
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About
WealthProtect Advisors LLC is a fee‑only registered investment adviser that works with individual and high‑net‑worth clients to provide wealth management services combining ongoing investment management and comprehensive financial planning. The firm advises on a range of securities including stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents, and will review and incorporate assets held outside its direct management into clients’ plans.
The firm’s investment approach emphasizes Modern Portfolio Theory and passive portfolio construction using diversified mutual funds and ETFs, with the use of asset allocation and tools such as fixed‑income ladders when appropriate; it may also recommend select alternative investments on a non‑discretionary basis. WealthProtect typically operates with limited discretionary trading authority, conducts quarterly account reviews, and directs clients to custody at Charles Schwab to access institutional execution, reporting, and operational support.
What distinguishes WealthProtect from many peers is its flat, fee‑based billing schedule rather than a percentage‑of‑AUM fee model: the brochure describes set annual fees (with different single/married tiers), a one‑time onboarding charge that is rebated after three years, and an explicit fee‑only policy with no commission or third‑party sales compensation. The firm is small in scale — managing roughly $7.7 million for a handful of clients — discloses no other financial industry affiliations, does not aggregate trades into block orders, and relies on Schwab’s institutional platform for custody and administrative services.
Client services
Expertise
Demographic focus
Fee options
One-time $1,200 onboarding fee (rebated after 3 years)
$0 - $2,000,000: Flat fee of $4,800 annually for single, $6,720 annually for married accounts $2,000,001 - $4,000,000: Flat fee of $6,000 annually for single, $7,920 annually for married accounts $4,000,001 - $6,000,000: Flat fee of $7,200 annually for single, $9,120 annually for married accounts Above $6,000,000+: Add $1,200 per additional $2,000,000
Account minimum: $250,000 (may be reduced or waived case-by-case) Minimum fee: $4,800 to $7,200 annually based on asset range; one-time $1,200 onboarding fee (rebated after 3 years) Fee-only: Fee-only compensation, no commissions or sales-related compensation
Main office
Pittsburgh PA
Advisors at this office
1
Most active in
Pennsylvania
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
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