Wealthera Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 334521
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.04%
- Individuals38.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthera Financial Planning is an independent RIA organized as an LLC that serves individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes asset-based fees with fixed-fee and hourly engagements, allowing flexibility for both ongoing advisory relationships and project work. The firm identifies as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds16%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Michelle Klein
Registered Financial AdvisorCRD 7043619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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