A complete list of active advisors currently associated with Wharton Wealth Planning, LLC
Warmer can help you find a great advisor at Wharton Wealth Planning, LLC or one who fits your needs even better.
Wharton Wealth Planning, LLC provides fee-only investment management, financial planning, and investment consulting to individuals, families, trusts, small businesses, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management alongside fixed-fee financial planning and one-time portfolio reviews. The firm’s investment approach emphasizes asset allocation and diversification, combining growth and value equity selection, mutual fund/ETF due diligence, and quantitative and technical analysis, while following the CFP Board financial planning process; accounts are reviewed at least quarterly with periodic rebalancing and monitoring. Wharton generally focuses on high-net-worth household relationships (it typically requires a $2 million household minimum) and supports client-directed brokerage arrangements as well as custodial accounts at Interactive Brokers or Charles Schwab. Noteworthy features include a small client base and approximately $37 million in assets under management, reflecting concentrated, larger-client relationships, and the practice’s maintenance of an active insurance license for professional education without offering insurance services or accepting related commissions. The firm also does not typically vote client proxies (clients receive and vote their own proxies), discloses that directed brokerage may limit aggregation benefits, and emphasizes avoidance of third‑party compensation and CFP Board ethical standards.
To learn more about the advisors currently working at Wharton Wealth Planning, 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 |
|---|---|---|
New York, NY
| 4
|
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