TrueAdvisor
TrueAdvisor
EV
CFP
EV
CFP

Edward Vonlange

Wealthspire Advisors
37 Years of Experience
Fulton, MD
View SEC Summary
View SEC Summary

Edward Vonlange is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Fulton, MD, with 37 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B in assets under management.

Wealthspire Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
9,973 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$34.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8170 Maple Lawn Blvd, Suite 100, Fulton, MD, 20759

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Wealthspire Advisors
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Wealthspire Advisors
April 2018 - October 2021 · 3 yrs 6 mos
Foundation Financial Advisors, INC.
January 2012 - April 2018 · 6 yrs 3 mos
Commonwealth Financial NetworkBroker
January 2012 - April 2018 · 6 yrs 3 mos
Commonwealth Financial Network
January 2012 - April 2018 · 6 yrs 3 mos
Spc
August 2010 - December 2011 · 1 yr 4 mos
Sigma Financial CorporationBroker
January 2010 - December 2011 · 1 yr 11 mos
H. Beck, INC.Broker
January 2008 - December 2009 · 1 yr 11 mos
Geier Asset Management INC
October 2004 - April 2005 · 6 mos
Triad Advisors, INC.Broker
January 2004 - December 2007 · 3 yrs 11 mos
H. Beck, INC.Broker
March 1999 - June 2000 · 1 yr 3 mos
H. Beck, INC.Broker
March 1999 - March 1999 · 0 mos
Cambridge Investment Research, INC.Broker
April 1998 - March 1999 · 11 mos
American Express Financial Advisors INC.Broker
March 1985 - May 1998 · 13 yrs 2 mos
Ids Financial Services INC.Broker
March 1985 - December 1986 · 1 yr 9 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Fulton, MD →All financial advisors in Maryland →