Wharton Wealth Planning
Company Description (LinkedIn): Wharton Wealth Planning provides independent financial-planning and investment management services to individuals, families and small businesses. Our philosophy is that independent, fee-only advice yields the best financial solutions. Our goal is to provide conflict-free services and place our clients' needs first. As a fiduciary, we are independent, objective, and commission-free. Our experienced financial planning team can help you implement a financial plan that is specific to your investment goals, cash-flow needs, family circumstances, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you. Financial plans are constructed by a Certified Financial Planner to meet clients’ unique and evolving situations and goals. Advisory services include: investment portfolio planning, tax planning, retirement planning (distributions and conversions), estate planning, cash flow planning, education planning, charitable giving, employee stock options, and insurance needs analysis. We can provide in-person and virtual financial planning and investment advisory services. Wharton Wealth Planning reviews investment portfolios and suggests asset allocations that take a long-term view, enabling investments to compound over time to optimize the outcome. We can perform annual reviews to monitor the portfolio and, if necessary, rebalance the portfolio based upon the client’s individual needs, stated goals and objectives. Our process is to schedule a thirty-minute initial meeting to review your current situation and goals. If you decide to proceed, simply upload a list of requested documents to a secure, online portal using a checklist we will provide. Once we have all of your data, we conduct our analysis in approximately two to three weeks.
- ⏳ Active Since:
- 📍 Location: New York, New York
- 🔢 Employee Count:
- 👥 Followers:
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
💲 Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 10
- 🧾 Number of accounts: 8
- 🛍 Average Account Size: $1,223,019
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