Guenter Wesch
Guenter Wesch is a registered investment advisor at Rck Wealth Advisory LLC, based in Souderton, PA, with 20 years of industry experience. Guenter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 47 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Souderton, PA
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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
Guenter is the owner of RCK Wealth Management LLC, where he provides tax preparation, accounting, bookkeeping, and CPA services since 2021. He is also an insurance agent selling non-variable insurance through RCK Wealth Management LLC since 2023.
Employment History
Current Registrations
Rck Wealth Advisory LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.