Arthur Sobczak
Arthur Sobczak is a ChFC-designated registered investment advisor at Private Wealth Services, LLC, based in Cranberry Township, PA, with 39 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning or consulting services are offered at an hourly rate ranging from $200 to $500.
- Fixed fees for financial planning or consulting range from $2,500 to $50,000, depending on the scope and complexity of the services.
- For PWS's Life and Legacy Process, 35% of the fee is due upon signing the agreement, covering Phases I and II. If the client proceeds to Phases III and IV, the remaining 65% is due upon starting Phase II.
Location
2009 Mackenzie Way, Suite 100, Cranberry Township, PA, 16066
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Arthur works as a wholesaler for Millennium Brokerage Group, and is a business owner at Private Wealth Services, LLC, an insurance consulting business. He also works as an IAR Rep for TLG Advisors, Inc; these activities take a few hours per week and about half of his time, respectively.
Employment History
Current Registrations
Private Wealth Services, LLC
Previous Registrations
Private Wealth Services, LLC
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Ownership Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Hartford Equity Sales Company INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Mutual Service CorporationBroker
Manequity, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.