Edward Woehlcke is a CFP-designated registered investment advisor at Valley Financial Group, based in Ambler, PA, with 18 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 472 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valley Financial Group's investment management fees generally range from 0% to 1% per year of the portfolio's value. The exact fee depends on the account size, complexity, and other services provided. Financial planning is included in the investment management fee. Fees are paid quarterly, in advance, debited directly from the client's account.
Location
311 Lindenwold Ave, Ambler, PA, 19002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is a sole proprietor of Woedaddy Investments, analyzing returns on investment real estate, dedicating minimal time to this. He is also a managing partner at Valley Financial Group, spending nearly full-time on client services and management duties.
Employment History
Current Registrations
Valley Financial Group
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Brinker Capital INC
Brinker Capital Securities, INC.Broker
Nationwide Securities, INC.Broker
Brinker Capital Securities, INC.Broker
Brinker Capital Securities, INC.Broker
Scottrade, 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.