Wealthfd
8yrs
Top advisor by experience at Wealthfd
About the firm
A registered investment advisory firm based in Conshohocken, Pennsylvania. It manages about $87.8 million for roughly 406 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$191,233
Assets under management ?$87.8 million
Individual clients406
Median years of experience3
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at Wealthfd
5Advisors
3Median years of experience
1States with offices
–Offices
Also known as
Betterment for Dentists · Wealthfd LLC
About Wealthfd
How do I contact Wealthfd?
Call the main office at (215) 671-6660. The main office is at 555 E North Lane Suite 6075, Conshohocken, PA 19428.
How is Wealthfd paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wealthfd offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Wealthfd?
We list 5 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.