Bradford Houchins is a CFP-designated registered investment advisor at River Wealth Advisors LLC, based in Allentown, PA, with 25 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 857 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
River Wealth Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable and can be up to 1.25% depending on the size and complexity of your portfolio. The fee is calculated each quarter based on the market value of your investments on the last day of the previous quarter.
Location
842 West Hamilton, Allentown, PA, 18101
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 Activities
Bradford is an officer for four rental properties: 2758 Mt Carmel, 2752 Mt Carmel, SYDOLYR, and 2766 Mt Carmel. He spends minimal time paying bills for these properties.
Employment History
Current Registrations
River Wealth Advisors LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Vanguard Marketing CorporationBroker
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.