Frank Bevilacqua is a registered investment advisor at W3 Wealth Advisors, LLC, based in Akron, OH, with 31 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W3 Wealth Advisors does not directly manage investments. Instead, they recommend managed account programs through Valmark Advisers, Inc., where fees are described in Valmark's brochure. These programs may allocate assets to different funds or portfolio managers. Clients may pay custodial, transaction, or account maintenance fees, but W3 does not share in these fees. Clients can buy securities outside these programs without incurring program fees.
Location
301 Springside Drive, Akron, OH, 44333
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Regulatory History
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 →Other Business Activities
Frank is involved in several business activities, including Family Bus.Services, LLC (consulting), W3 Global Accounting, LLC (public accounting), W3 Wealth Advisors LLC (investment advisory), Stonehedge Enterprises, Inc. (bowling center), Bevilacqua Recreational Inv., W3 Wealth Management LLC (investment advisory), Akron Zoo (board member), Portage Country Club (board member), University of Akron (foundation board member), and Crescendo Real Estate Holdings LLC (commercial real estate rental). None of these activities appear to involve the sale of insurance products.
Employment History
Current Registrations
W3 Wealth Advisors, LLC
Previous Registrations
W3 Wealth Advisors, LLC
Valmark Securities, INC.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
Trusted Advisors
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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.