WEALTH PRO ADVISORS, INC.

Overview

Wealth Pro Advisors, Inc. is an independent registered investment adviser formed in 2020 and owned by an individual. The firm serves individual and family clients with a mix of financial planning and discretionary portfolio management, and it also provides portfolio management services for small businesses and institutional clients. Wealth Pro Advisors supplements its advisory business with insurance brokerage capabilities, which feeds into its use of annuity products and insurance-based solutions in client plans. The firm follows a fee structure that combines a percentage of assets under management with hourly and fixed-fee engagements, allowing flexibility for planning-only relationships and project work alongside asset-based advisory mandates. It does not describe itself as an ESG-focused manager, is not a multi-state adviser, and does not position as a capital allocator; instead it allocates to third-party managers for alternatives and uses common retail and institutional investment products for core portfolios.

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Public Holdings

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Location & Offices