Gary Wetzel
Gary Wetzel is a registered investment advisor at Equitable Advisors, LLC, based in Bala Cynwyd, PA, with 52 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
1 Belmont Avenue, Ste. 1100, Bala Cynwyd, PA, 19004
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2012Customer Dispute
September 2010Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Gary is involved in an outside insurance brokerage business and operates as a general agent under Karr Barth Associates. He sells term life and universal life insurance.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Philadelphia Financial Advisors, INC.Broker
Investors Brokerage Services, INC.Broker
Eric Securities, CORP.Broker
Summit Equities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
Energy Resource Investment CORP.Broker
Mutual Fund Specialists, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Oppenheimer Asset Management CorporationBroker
State Registrations5 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.