A complete list of active advisors currently associated with WealthProtect Advisors LLC
Warmer can help you find a great advisor at WealthProtect Advisors LLC or one who fits your needs even better.
WealthProtect Advisors LLC is an independent, fee-only advisory firm that provides wealth management, investment management, and financial planning to individual and high‑net‑worth clients. The solo advisor operates a very small client practice (eight clients, roughly $7.72 million in AUM) and offers continuous advice across common instruments such as stocks, bonds, mutual funds, ETFs, and cash equivalents. The firm’s investment approach is grounded in modern portfolio theory and emphasizes passive investment management and asset allocation, supplemented by selective strategies such as fixed‑income ladders, U.S. Treasury securities, and periodic portfolio rebalancing. Accounts are generally managed on a discretionary basis with quarterly reviews and an option for integrated financial planning at no additional fee if elected. Noteworthy differences from many peers include its choice not to bill by a percentage of assets under management but instead to use a flat, periodic advisory fee structure, and its small, HNW‑focused client roster that suggests a highly personalized service model. The firm also requires clients to custody assets at its recommended custodian and executes client trades individually rather than aggregating orders, practices that diverge from common industry patterns.
To learn more about the advisors currently working at WealthProtect Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pittsburgh, PA
| 9
|
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