Walter Wandall is a CFP, ChFC-designated registered investment advisor at 100 Plus Planning, based in Center Valley, PA, with 25 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
100 plus planning offers ongoing financial planning for a recurring fixed fee, paid monthly or quarterly, ranging from $100 to $1800. The fee depends on the client's needs, complexity, time, research, and resources required. An initial fee, no greater than $3,600, may be charged for the initial construction of the comprehensive financial plan.
100 plus planning offers project-based financial planning for a fixed fee ranging from $1,000 to $6,000. The fee depends on the client's needs, complexity, time, research, and resources required. A one-time comprehensive financial plan is also available on a project-based basis.
Location
3477 Corporate Parkway, Suite 100, Center Valley, PA, 18034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
100 Plus Planning
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Vicus Capital, INC.
Cetera Advisor Networks LLCBroker
Mercap Advisors, INC.
Mercap Securities, LLCBroker
Merion Wealth Partners, LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Hornor, Townsend & Kent, INC.Broker
Mfi Investments CORP.Broker
Commonwealth Equity Services, INC.Broker
Gruntal & CO. IncorporatedBroker
Thomas James Associates, INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations1 state
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