WealthCare
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,920,502
Clients
55
4% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
HighAverage account size
$307,645
About
WealthCare provides tailored investment and planning services to individuals and families, including high‑net‑worth clients, offering discretionary asset management, written asset-allocation advice, financial planning, and income tax planning and preparation. The firm gathers client information through a fact‑finder and data‑gathering meetings to customize recommendations across retirement, tax, estate, and investment matters.
The firm constructs customized allocations using a combination of economic, fundamental, and technical analysis and primarily invests in mutual funds, ETFs, stocks, and bonds; its stated philosophy is long‑term but it will actively trade and may hold positions for short periods when circumstances warrant. WealthCare manages accounts on a discretionary basis, may engage third‑party sub‑advisers and model portfolios for portions of client accounts, and monitors those sub‑advisers’ performance regularly.
Noteworthy features include the owner’s provision of tax preparation services to clients and an explicit disclosure that the firm can financially benefit from IRA rollovers and from allocations between bond and equity portfolios. The firm also relies on a custodian relationship that supplies institutional support and client reporting, does not aggregate client trades for block execution, and does not vote client proxies on their behalf.
Client services
Financial planning
Portfolio management
Income tax return preparation
Expertise
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
Fee options
$0 - $500,000: 0.55% for Stock/ETFs, 0.30% for Bonds $500,000 - $1,000,000: 0.50% for Stock/ETFs, 0.25% for Bonds $1,000,000 - $2,500,000: 0.45% for Stock/ETFs, 0.20% for Bonds $2,500,000 - $5,000,000: 0.40% for Stock/ETFs, 0.15% for Bonds $5,000,000+: 0.30% for Stock/ETFs, 0.10% for Bonds
$150 per hour for Financial Planning; $175 per hour for Tax Planning and Preparation
Fee-only: Financial Planning: $150 per hour; Tax Planning and Preparation: $175 per hour (fees negotiable)
Main office location
WealthCare
910 Dougherty Rd
Aiken SC 29803-6515, United States
Number of offices
1
Most active in
WealthCare has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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