Katelyn
Fife
Wealthcare Advisory Partners LLC
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About this Advisor
Katelyn Fife is a certified financial planner based in West Chester, Pennsylvania, with a total of 3 years of industry experience. Fife is currently employed by Wealthcare Advisory Partners LLC. Throughout their career, Fife has worked at Lpl Financial LLC, Strategic Investment Chico and Wealthcare Advisory Partners, LLC. Fife maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and California. Wealthcare Advisory Partners LLC is a business that has its headquarters in West Chester, PA. The company has offices in 65 locations and a total of 187 advisors. It handles $4 billion in total assets among its 16,562 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 28 charitable organizations. Of its 16,562 client accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in assets. Wealthcare Advisory Partners LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely are based on which services are offered. However, fees charged by Wealthcare Advisory Partners LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$3,907,398,739
187
16,562
$235,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Katelyn Fife Work History
Katelyn has been registered as a financial advisor for 3 years.*
Wealthcare Advisory Partners, LLC
Lpl Financial LLC
Strategic Investment Chico
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katelyn Fife to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthcare Advisory Partners LLC
West Chester, PA
West Chester, PA
West Chester, PA
Crozet, VA
West Chester, PA
West Chester, PA
Lucas, TX
West Chester, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.