Adam Jason Soloff

CFP

Wealthcare Advisory Partners LLC

29 Years of Experience

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Firm Information

Wealthcare Advisory Partners LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

165 advisors

Number of Clients

9,142 clients

Average Client Portfolio

$658K average

Assets Under Management

$6.0B

Fee Structure

Financial Plan Fee:Up to $15,000

Hourly Rate:$150 - $400/hr

Management service fees are up to 1.85% annually, based on factors like investment types and relationship size. Fees may be negotiable. Financial planning fees range from $150 to $400 per hour or are offered as fixed fees. Ongoing financial planning and consulting fees range up to $15,000 per quarter. Retirement plan advisory fees are up to 1.25% annually.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

626 Jacksonville Rd, Ste 103, Warminster, PA, 18974

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2000

Withdrawn

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Other Business ActivitiesSells Insurance

Adam is an IRS Enrolled Agent, though he does not perform tax preparation. He is also involved in real estate rental companies and wrote a book called Mindful Finance, dedicating minimal time to each. He spends full-time hours as an IAR for Wealth Care Advisory Partners LLC, Secure Planning Group, and Soloff Wealth Management.