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Wealthcare Financial Group, Inc.

Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on May 15, 2019
      • $13.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 80
        Accounts
      • $169.2K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    4

    name start date
    Martin A. Smith, CRPC®, AIFA®
    October 2016
    Sean A. Chrysostom
    January 2019
    John Russell Funderburk
    February 2019
    Tariq Ahmad Khan
    April 2019

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Wealthcare Financial Group -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Martin Alexander Smith President January, 2012 75% or more
        Tashari Lee Berry Partner July, 2018 10% to 25%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Other