Frank Galzarano
Frank Galzarano is a CFP, ChFC-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Marlton, NJ, with 24 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Two Greentree Center 9000 Lincoln Drive East, Suite 302, Marlton, NJ, 08053
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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 ActivitiesSells Insurance
Frank is a trustee for a family trust, operates his LPL business through Galzarano & Associates and GDI Wealth, LLC, and provides investment advisory services through Wealthcare Advisory Partners, LLC, dedicating nearly full-time hours to this. He also engages in real estate rental activities and sells non-variable insurance products through ASH Brokerage and Alpine Brokerage.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
LPL Financial LLC
Good Life Advisors, LLC
LPL Financial LLCBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations2 states
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.