Matthew Rittenhouse is a CFP-designated registered investment advisor at Wellfull, based in Harleysville, PA, with 23 years of industry experience. Matthew 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, and 1 more. Their firm serves 964 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellfull manages investments, typically using a financial plan to guide decisions. If there's no plan, they'll use a risk assessment. They manage accounts on a discretionary basis, meaning they don't need your approval for each trade. Fees range from 0% to 2% per year of the value of your investments. The specific fee depends on the size of your account, complexity, and the amount of financial planning work needed. In limited cases, a fixed annual fee may be determined for asset management and/or ongoing financial planning services. There is a minimum fee of between $45 and $60 per year for smaller related accounts.
Location
272 Ruth Road, Harleysville, PA, 19438
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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
Matthew is involved in sales of life and health insurance through Lacher & Associates and Whipple & Associates since 2012, dedicating about 10-20% of his time. He also works as an independent contractor providing technical and compliance support to Matt Rittenhouse, also dedicating about 10-20% of his time since 2015.
Employment History
Current Registrations
Wellfull
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Proequities, 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.