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ChFC
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ChFC

William Bradley

Wealthcare Advisory Partners LLC
46 Years of Experience
Horsham, PA
Sells Insurance
View SEC Summary
View SEC Summary

William Bradley is a ChFC-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Horsham, PA, with 46 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.

Wealthcare Advisory Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
10,948 clients
Average Client Portfolio
$757K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

200 Gibraltar Road, Suite 115, Horsham, PA, 19044

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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

William is an insurance agent with Coastal Insurance Consulting since 2015, selling fixed life & annuities, LTC, DI, group, and health insurance. This takes about 10-20% of his time and involves consulting, sales, and service.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Principal Securities, INC.
March 2005 - August 2023 · 18 yrs 5 mos
Principal Securities, INC.Broker
February 2004 - August 2023 · 19 yrs 6 mos
Hornor, Townsend & Kent, INC.Broker
February 2003 - February 2004 · 1 yr
Princor Financial Services CorporationBroker
December 2001 - July 2003 · 1 yr 7 mos
Signator Investors, INC.Broker
October 1998 - November 2001 · 3 yrs 1 mo
Princor Financial Services CorporationBroker
December 1993 - September 1998 · 4 yrs 9 mos
Fsc Securities CorporationBroker
June 1992 - November 1993 · 1 yr 5 mos
Capital Analysts, IncorporatedBroker
February 1980 - June 1992 · 12 yrs 4 mos
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.
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