Joseph Wuenschell
Joseph Wuenschell is a CFP-designated registered investment advisor at Wuenschell Financial Services LLC, based in Seven Fields, PA, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 11 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $60K | 1.00% |
| $60K+ | Included |
For amounts over $60,000, the annual fee is a flat $600. Fees are negotiable.
Fee Estimator
Location
Seven Fields, PA
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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 Activities
Joseph is an accountant, a managing member of Philly Pretzel Factory and Wuenschell Properties, and a capture manager for Automated Health Systems. He dedicates a significant amount of time to these activities, including about half his time to his accounting practice and nearly full-time to Automated Health Systems.
Employment History
Current Registrations
Wuenschell Financial Services LLC
Previous Registrations
S & W Advisors, LLC
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.