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Ashley Varner

32 Years of Experience
BrokerSells Insurance

Ashley Varner is a registered investment advisor at Tcp Asset Management, LLC, based in Greensburg, PA, with 32 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,221 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,221 clients
Average Client Portfolio
$533K average
Assets Under Management
$1.2B

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. Additional fees apply when using TCPAM models at Orion Portfolio Solutions or SEI (0.35%) or Pave Investment Advisors Sub-Advised Portfolios (0.40%).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1001 Tower Way, Greensburg, PA, 15601

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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.

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Other Business ActivitiesSells Insurance

Ashley has been an agent for non-variable insurance since 1996. She is also the Vice President of Wealth Management and a Notary since 1988, and the Vice President of Wealth Management for TCP Asset Management, LLC since 2025.

Employment History
Current Registrations
Tcp Asset Management, LLC
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
H. Beck, INC.
February 2013 - April 2018 · 5 yrs 2 mos
H. Beck, INC.Broker
February 2013 - April 2018 · 5 yrs 2 mos
Ing Financial Partners, INC
December 2004 - February 2013 · 8 yrs 2 mos
Ing Financial Partners, INC.Broker
October 2004 - February 2013 · 8 yrs 4 mos
Walnut Street Securities, INC.Broker
August 2003 - November 2004 · 1 yr 3 mos
Nathan & Lewis Securities, INC.
December 1999 - January 2003 · 3 yrs 1 mo
Nathan & Lewis Securities, INC.Broker
May 1999 - August 2003 · 4 yrs 3 mos
Janney Montgomery Scott INC.Broker
August 1996 - May 1999 · 2 yrs 9 mos
Mony Securities CORP.Broker
August 1995 - August 1996 · 1 yr
American Capital CorporationBroker
July 1992 - December 1992 · 5 mos
First American National Securities, INC.Broker
August 1990 - December 1991 · 1 yr 4 mos
State Registrations18 states
ALDEFLGAILMDMNNCNJNVNYOHPARISCTNVAWV
AdvisorBrokerBoth

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.