Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

1065 Andrew Drive, West Chester, PA, 19380

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bert is a trustee for Falley Farms I & II LP and a managing member of Falley Capital LLC, both family farm operations. He is also a partner in SS&C Real Estate, LLC and a CPA at SS&C Solutions, Inc., spending about a quarter of his time on tax preparation, accounting, and consulting.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2020 · 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2020 · 11 mos
1st Global Capital CORP.Broker
November 2007 - October 2019 · 11 yrs 11 mos
1st Global Advisors INC
November 2007 - October 2019 · 11 yrs 11 mos
Transamerica Financial Advisors, INC.
July 1998 - November 2007 · 9 yrs 4 mos
Private Client Financial Services
May 1994 - December 2006 · 12 yrs 7 mos
Transamerica Financial Advisors, INC.Broker
February 1993 - November 2007 · 14 yrs 9 mos
State Registrations3 states
KSNETX
Advisor
Exams
No exam information available for this advisor.