Wealth Advisory Services
- Company typePrivate
- Founded2004
- HeadquartersWorcester, United States
- Headcount—
- GTM typeB2C
- OfferingServices
Wealth Advisory Services firmographics
Firmographics- Name
- Wealth Advisory Services
- Legal name
- Wealth Advisory Services, LLC
- Website
- https://wasllc.net
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Ownership category
- akta.pro rank
Wealth Advisory Services industry classification
Industry- Product category
- Wealth Management and Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)
Keywords
Where Wealth Advisory Services is headquartered
LocationHeadquarters
- HQ city
- Worcester
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wealth Advisory Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Others
Revenue model
- Financial Planning Services: Comprehensive financial planning services including personalized financial plan design and ongoing monitoring. Collaborates with family members, business partners, and other financial professionals.
- Investment Services and Retirement Income Planning: Investment management services including managed accounts, mutual funds and ETFs, individual stocks and bonds, 529 plans, fixed and variable annuities, alternative investments (REITs), and college funding.
- Insurance Services: Risk management services including life insurance, disability income insurance, business income continuation, succession and estate conservation strategies.
- Employee Benefits Consulting: Design and implementation of retirement plans including 401(k) Plans (Safe-Harbor, Cross-Tested, New Comparability), 403(b) Plans, Profit Sharing Plans, SEP IRAs, SIMPLE Plans, Executive Deferred Compensation Plans, and Cash Balance Plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Complimentary Initial Consultation |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Wealth Advisory Services product offering
Product offeringCore offering
Wealth Advisory Services is an independent wealth advisory firm that designs and monitors personalized financial plans for individuals, families, and business owners. Its core offering spans financial planning, investment and retirement income management, life and disability insurance, and employer-sponsored employee benefits including 401(k), 403(b), and executive compensation plans. The firm delivers these services through a six-step consultative process supported by eMoney and MoneyGuide Pro technology.
Product overview
Wealth Advisory Services, LLC is a financial advisory firm offering a unified suite of services centered on comprehensive financial planning. The core offering includes Financial Planning, Investment Services and Retirement Income Planning, Insurance Services, and Employee Benefits administration. They provide access to various investment vehicles including managed accounts, mutual funds, ETFs, stocks, bonds, annuities, and REITs. The firm also offers educational resources through its Tax Library including federal tax forms, publications, and calendars, as well as articles covering estates & trusts, retirement, tax planning, investing, cash management, and risk management topics.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Companies that use Wealth Advisory Services
Customer profileSegments3 records
Ideal customer profiles3 records
Wealth Advisory Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature2 records
Wealth Advisory Services partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- eMoneycoreeMoney provides the firm's client web portal platform, allowing clients secure access to view all financial accounts, insurance policies, tax and legal documents in one centralized location.
- Money Guide ProcoreFinancial planning software used to create comprehensive, personalized financial plans including sample plans available for prospective clients.
Scale indicators3 records
Recent moves5 records
Expansion highlights3 records
Wealth Advisory Services competitors and assessment
Company assessmentBroad incumbents
- Commonwealth Financial Network: Independent broker-dealer and RIA supporting thousands of independent financial advisors across the U.S. with practice management, technology, and back-office support. Comparable as an independent, advisor-centric wealth management platform competing for the same breakaway-advisor market.
- Cambridge Investment Research: Large independent broker-dealer and RIA custodian supporting independent advisors with compliance, technology, and product access. Comparable as a home for independent financial advisors offering holistic planning, investment, and insurance services.
- Cetera Financial Group: Multi-channel independent broker-dealer and RIA platform serving independent financial advisors with planning technology, insurance, and investment solutions. Comparable as an independent wealth advisory infrastructure provider.
- Carson Group: PE-backed platform serving independent financial advisors with coaching, technology, and back-office support for holistic financial planning practices. Comparable as an independent-wealth platform targeting advisor productivity and growth.
- Edelman Financial Engines: Large national RIA combining traditional financial planning with digital planning tools for mass-affluent and retirement-age clients. Comparable as a planning-led wealth advisory competing for similar retiree and near-retiree households.
Emerging players
- Mariner Wealth Advisors: Fast-growing independent RIA offering comprehensive wealth planning, investment management, tax, and estate services. Comparable as a multi-service independent advisory firm scaling via organic growth and tuck-in M&A.
- Savant Wealth Management: Independent, fee-only RIA providing financial planning, investment management, and tax services to individuals and businesses. Comparable as a growing independent advisory firm offering a similar integrated planning-plus-investment model.
- Personal Capital (now Empower Personal Dashboard): Hybrid digital wealth manager combining online financial tools with human advisor services for mass-affluent and retiree households. Comparable as a planning-led advisor competing for the same mass-affluent, retirement-planning customer segment with a tech-forward delivery model.
Direct peers
- Creative Financial Group: Independent wealth management and financial planning firm offering personalized planning, investment, and insurance services to individuals and business owners. Comparable as a similarly-sized, independently-owned boutique offering the same core service mix.
Regional players
- Plante Moran Financial Advisors: Regional RIA affiliated with Plante Moran providing financial planning, investment advisory, and retirement plan services to individuals and businesses. Comparable as a multi-service independent advisory firm with similar client profile and geographic focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights6 records
Customer concentration
Wealth Advisory Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth Advisory Services leadership team
Management profileNumber of profiles
Profiles1 record
Wealth Advisory Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth Advisory Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth Advisory Services
What does Wealth Advisory Services do?
Wealth Advisory Services is an independent wealth advisory firm that designs and monitors personalized financial plans for individuals, families, and business owners. Its core offering spans financial planning, investment and retirement income management, life and disability insurance, and employer-sponsored employee benefits including 401(k), 403(b), and executive compensation plans. The firm delivers these services through a six-step consultative process supported by eMoney and MoneyGuide Pro technology.
Is Wealth Advisory Services a public or private company?
Wealth Advisory Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wealth Advisory Services founded?
Wealth Advisory Services was founded in 2004.
Where is Wealth Advisory Services based?
Wealth Advisory Services is headquartered in Worcester, United States, in the North America region.
How does Wealth Advisory Services make money?
Four revenue lines are on record. Financial Planning Services are the primary driver. The others are investment Services and Retirement Income Planning, insurance Services and employee Benefits Consulting.
Who are Wealth Advisory Services's main competitors?
Broad incumbents on record are Commonwealth Financial Network, Cambridge Investment Research, Cetera Financial Group, Carson Group and Edelman Financial Engines. Emerging players are Mariner Wealth Advisors, Savant Wealth Management and Personal Capital (now Empower Personal Dashboard). Creative Financial Group is listed as a direct peer. Plante Moran Financial Advisors is listed as a regional player.
Does Wealth Advisory Services have an API?
No public API is recorded for Wealth Advisory Services.
What industry is Wealth Advisory Services in?
Wealth Advisory Services's product category is Wealth Management and Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.