Andreas Wochtl

CFP

Wealthcare Advisory Partners LLC

11 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

Exton, PA

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Regulatory History (2)

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.

Employment Separation After Allegations

January 2024

Financial

February 2016

Final

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Other Business ActivitiesSells Insurance

Andreas owns rental property in Villas, NJ with his spouse, dedicating minimal time. He is also a board member of the Swedish American Chamber of Commerce and spends minimal time on insurance sales and recommendations.