RA
CFP
RA
CFP

Ruben Arbanil

7 Years of Experience
Sells Insurance

Ruben Arbanil is a CFP-designated registered investment advisor at Wealthcare Capital Partners, LLC, based in Leesburg, VA, with 7 years of industry experience. Ruben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 623 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
623 clients
Average Client Portfolio
$531K average
Assets Under Management
$330.9M

Fee Structure

Wealthcare Capital Partners' investment management fees are based on a percentage of your portfolio's value, up to 1.85% annually. The exact percentage depends on factors like the types of investments, the size of your account, and any special reporting needs. Fees are typically paid quarterly, in advance. If WCP uses outside money managers, your overall fees will include WCP's fee plus the manager's fees. Some clients may have their financial planning fee included with the overall investment management fee.

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Location

208 Church St SE, 210, Leesburg, VA, 20175

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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 ActivitiesSells Insurance

Ruben is an insurance agent for Fellows Risk Solutions, LLC, selling life insurance, and for Fellows Financial Group, LLC, selling annuities. These activities take a few hours per week.

Employment History
Current Registrations
Wealthcare Capital Partners, LLC
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Abich Financial Wealth Management, LLC
July 2023 - August 2024 · 1 yr 1 mo
Financial Engines Advisors L.L.C.
February 2020 - July 2023 · 3 yrs 5 mos
Ef Legacy Securities, LLCBroker
December 2016 - October 2018 · 1 yr 10 mos
State Registrations1 state
VA
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.
Ruben Arbanil - Financial Advisor | TrueAdvisor