WealthPenn.com, LLC provides online financial planning, consulting, and wealth management services primarily to individuals, families, and business entities in Pennsylvania. Led by a Certified Public Accountant with over 25 years of experience, WealthPenn helps clients establish financial objectives, create retirement strategies, design tax-efficient investment portfolios, and manage risks. The firm offers three main service tiers: financial consultations for specific questions, comprehensive financial planning and administration reports, and full wealth management. WealthPenn focuses on long-term, diversified investing using stocks, bonds, mutual funds, and exchange-traded funds, while working closely with clients to tailor strategies to their personal risk tolerance and goals. The firm operates on a fee basis, charging clients either hourly rates or flat annual fees for comprehensive services, and does not take custody of client funds.
Fee Structure
WealthPenn charges an annual fee of $8,200 for comprehensive wealth management services, which is typically billed quarterly in four equal installments. While there is no strict minimum portfolio size required to use the service, clients generally need at least $550,000 in assets to qualify. This fee may be negotiable depending on the size of your portfolio.