RR
CFP
RR
CFP

Russell Reinhart

18 Years of Experience
West Chester, PA

Russell Reinhart is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 18 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
169 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.

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Location

703 South Bradford Avenue, West Chester, PA, 19382

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Russell is a Managing Director of Advisor Development at Wealthcare Capital Management, LLC. His responsibilities include advisor recruiting, business development, internal sales, and relationship management, taking about three-quarters of his time.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
December 2014 - Present · 11 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
October 2012 - October 2018 · 6 yrs
LPL Financial LLC
October 2012 - October 2015 · 3 yrs
Cambridge Investment Research Advisors, INC.
January 2008 - November 2012 · 4 yrs 10 mos
Cambridge Investment Research, INC.Broker
October 2007 - November 2012 · 5 yrs 1 mo
State Registrations1 state
PA
Advisor

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.