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Maria Cacia

Wealthcare Advisory Partners LLC
29 Years of Experience
Merion Station, PA
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Maria Cacia is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Merion Station, PA, with 29 years of industry experience. Maria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.

Wealthcare Advisory Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
10,948 clients
Average Client Portfolio
$757K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Merion Station, PA

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2012
Judgment / Lien
August 2009
Customer Dispute
August 2008
Denied
Judgment / Lien
May 2006
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Maria sells fixed insurance, dedicating about 70% of her time to this activity. She is also an insurance agent using a general agency for fixed insurance, and provides investment advisory services through Wealthcare Advisory Partners, spending about half her time on each of these activities.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
September 2018 - Present · 8 yrs 1 mo
LPL Financial LLCBroker
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
LPL Financial LLC
September 2012 - December 2018 · 6 yrs 3 mos
Financial Network Investment Corporation
June 2008 - May 2011 · 2 yrs 11 mos
Financial Network Investment CorporationBroker
June 2008 - May 2011 · 2 yrs 11 mos
Princor Financial Services Corporation
September 2005 - June 2008 · 2 yrs 9 mos
Princor Financial Services CorporationBroker
July 2003 - June 2008 · 4 yrs 11 mos
MML Investors Services, INC.Broker
December 2002 - July 2003 · 7 mos
Locust Street Securities, INC.Broker
January 1999 - December 2002 · 3 yrs 11 mos
PNC Brokerage CORPBroker
September 1996 - February 1997 · 5 mos
Laughlin Group Advisors, INC.Broker
December 1995 - October 1996 · 10 mos
Mony Securities CORP.Broker
June 1993 - February 1995 · 1 yr 8 mos
State Registrations8 states
CODEFLGAMSNJPAWI
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.
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