Keystone Capital Advisors
45yrs
Top advisor by experience in West Chester
25yrs
Smitha Thomas
Financial advisor at Wealthcare Advisory Partners
Based in West Chester, Pennsylvania, Smitha Thomas is a fiduciary financial advisor with 25 years of industry experience. Smitha has been with Wealthcare Advisory Partners since 2019; before that, Smitha spent less than a year at LPL Financial and three years at Independent Financial Partners. Smitha holds the CFP® designation.
One of 283 advisors with offices in West Chester, and one of 250 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office1065 Andrew Drive, West Chester, PA 19380
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$719,205
Advisors at the firm154
States licensed ?1 state
Services through Wealthcare Advisory Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowWealthcare Advisory Partners LLCCurrent firm
- Mar 2018 – Jul 2018LPL Financial LLCPreviously
- 2016 – 2019Independent Financial PartnersPreviously
- 2012 – 2016MerrillPreviously
- Dec 2011 – May 2012Chase Investment Services Corp.Previously
- Mar 2009 – Jun 2009Lifetime Wealth Management P.C.Previously
- Oct 2008 – Apr 2009MML Investors Services, LLCPreviously
- Apr 2007 – Apr 2008VSR Financial Services, Inc.Previously
Earlier career (1 more)
- Jul 2006 – Aug 2006LEE Financial Company, LLCPreviously
Contact Smitha
Local office(484) 232-5290Ask for Smitha. (804) 644-4711Main office 1065 Andrew DriveWest Chester, PA 19380Office · Get directions LinkedIn pageWealthcare Advisory Partners
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Smitha
Tailored to Smitha’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Smitha
How do I contact Smitha?
Call Smitha’s local office at (484) 232-5290 or the Wealthcare Advisory Partners main office at (804) 644-4711, and ask for Smitha Thomas.
How long has Smitha been a financial advisor?
Smitha has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Smitha hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Smitha a fiduciary?
Smitha is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Smitha paid?
Wealthcare Advisory Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Smitha for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
45yrs
Top 1% by experience in West Chester
Wealthcare Advisory Partners
44yrs
Top 1% by experience in West Chester
Bowen Asset Management
44yrs
Top 1% by experience in West Chester
Wealthcare Advisory Partners
44yrs
Top 1% by experience nationwide
Wealthcare Advisory Partners
43yrs
Top 1% by experience nationwide