Walter Wandall is a CFP, ChFC-designated registered investment advisor at 100 Plus Planning, based in Center Valley, PA, with 26 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, Corporate Executives, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
100 plus planning charges a recurring fixed fee for ongoing comprehensive financial planning, ranging from $100 to $1,800 per month or quarter depending on your needs and the complexity of your situation. Initial construction of your comprehensive financial plan costs up to $3,600. Fees are negotiable and outlined in your client agreement.
- Project-based financial planning — $1,000 to $6,000 as a fixed fee depending on the scope and complexity of your specific questions, payable half upon engagement and half upon delivery.
- Educational seminars and speaking engagements — $0 to $1,000 per seminar or $0 to $100 per participant depending on preparation time and attendance.
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.
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
100 Plus Planning
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
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
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
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