Wealthtrak Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$209,998,370
Clients
267
Advisors
5
of 5 employees
About
WealthTrak Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing $214,279,037 in discretionary client assets for about 267 clients with a five-advisor team. The firm offers discretionary portfolio management (including a Managed Portfolio Program and a Managed Variable Insurance Program), financial planning, advisory consulting, selection of third‑party money managers, and sub‑advisory/model portfolio services.
The firm typically operates under discretionary authority, developing tailored portfolios or using firm model portfolios and conducting ongoing monitoring and rebalancing; its stated methods include fundamental and technical analysis, charting, and both short‑ and long‑term trading approaches. For retirement plan and participant accounts WealthTrak frequently leverages third‑party solutions—Howard Capital Management’s participant tools (including 401(k) Optimizer, TSP Navigator and the HCM BuyLine) and Absolute Capital’s WIN platform—to provide automated allocation and held‑away plan management.
Noteworthy distinctions include disclosed referral and compensation arrangements tied to retirement platforms: WealthTrak receives referral compensation from HCM and from Absolute Capital for WIN clients (the brochure discloses referral fees to WealthTrak of 0.40% to 1.60% for certain asset‑based advisory accounts), and certain firm personnel are registered representatives and licensed insurance agents who may earn transaction‑based or insurance commissions outside advisory fees; the firm discloses policies to mitigate related conflicts (for example, excluding commissionable PKS transactions from the advisory platform). The brochure also states the firm recommends and effectively requires Charles Schwab as custodian/broker for accounts it manages, noting it will not manage accounts if clients decline to place assets with Schwab.
Client services
Expertise
Fee options
Negotiable fixed fees typically ranging from $495 to $7,500 for financial planning and advisory consulting services
$0 - $500,000: 1.95% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 0.95% $5,000,000+: 0.75%
Commission-based compensation received by registered representatives and insurance agents separately from advisory fees.
$250/hour (hourly fee for financial planning services)
Account minimum: $100,000
Main office
272 Bendix Road, Suite 130
Virginia Beach VA 23452
Advisors at this office
5
Most active in
Florida · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Wealthtrak Advisors · Wealthtrak Capital Management · Wealthtrak Capital Management, L.L.C.
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan W
CFA®, Series 65
Virginia Beach, VA
Wealthtrak Advisors
Ryan Whited is a financial advisor at Wealthtrak Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with Wealthtrak Advisors since 2014. The firm provides discretionary portfolio management, financial planning, advisory consulting, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Wealthtrak Advisors employs a combination of fundamental, technical, and charting analysis across both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.
Tracy W
Series 63, Series 65
Virginia Beach, VA
Wealthtrak Advisors
Tracy Whited is a financial advisor at Wealthtrak Advisors with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wealthtrak Advisors since 2001 and Wealthtrak Capital Management since 2012. Outside of advising, she is also involved in the insurance business. WealthTrak Advisors provides discretionary portfolio management, financial planning, and advisory consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios to client objectives and risk tolerance, employing both long- and short-term strategies.
Holly R
ChFC®, Series 65
Virginia Beach, VA
Wealthtrak Advisors
Holly Rice is a financial advisor at Wealthtrak Advisors in Virginia Beach, VA, holding a Series 65 designation with seven years of industry experience. She has worked at Wealthtrak Advisors since 2013 and also has experience with Purshe Kaplan Sterling Investments starting in 2014. Wealthtrak Advisors offers discretionary portfolio management, financial planning, and advisory consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios according to client objectives and risk tolerance, employing both long- and short-term strategies.
Ronald W
Series 63, Series 65
Virginia Beach, VA
Wealthtrak Advisors
Ronald Whited is a financial advisor with WealthTrak Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with WealthTrak Advisors since 1994 and has prior tenure at Purshe Kaplan Sterling Investments beginning in 2014. In addition to his advisory role, he is involved in managing an insurance services business focused on fixed insurance products. WealthTrak Advisors provides discretionary portfolio management, financial planning, and advisory consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $214 million in client assets across about 267 clients, utilizing fundamental and technical analysis, as well as a variety of trading approaches, and frequently incorporates third-party platforms for retirement plan management.
Benjamin H
CFP®, Series 63, Series 66
Virginia Beach, VA
Wealthtrak Advisors
Benjamin Hawkins is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Wealthtrak Advisors in Virginia Beach, VA. His prior roles include positions at Purshe Kaplan Sterling Investments and Securities America Advisors. In addition to his advisory work, he owns and operates a CPA practice providing bookkeeping and tax services. Wealthtrak Advisors offers discretionary portfolio management and financial planning services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to tailor portfolios to client objectives and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)