Frank Bevilacqua is a CFP-designated registered investment advisor at W3 Wealth Advisors, LLC, based in Akron, OH, with 21 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W3 Wealth Advisors does not directly manage investments. Instead, they recommend managed account programs through Valmark Advisers, Inc., where fees are described in Valmark's brochure. These programs may allocate assets to different funds or portfolio managers. Clients may pay custodial, transaction, or account maintenance fees, but W3 does not share in these fees. Clients can buy securities outside these programs without incurring program fees.
Location
301 Springside Drive, Akron, OH, 44333
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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
Frank is a partner/owner in W3 Wealth Management, LLC and W3 Global, LLC, focusing on financial services. He also receives insurance commissions and has ownership interests in several other LLCs, including Crescendo Capital, Bevilacqua Recreational Investments, W3 Global Accounting, Crescendo Real Estate Holdings, and W3 Financial Group.
Employment History
Current Registrations
W3 Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
W3 Wealth Advisors, LLC
State Registrations40 states
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