Alison
Wertz

Bill Few Associates, Inc

CRD#2891918
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Alison Wertz is a certified financial planner who works out of Pittsburgh, Pennsylvania, who has been in the financial industry for 22 years. Wertz is currently employed by Bill Few Associates, Inc. The advisor has gained experience at Bill Few Associates, Inc and Bill Few Securities, Inc. Wertz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Bill Few Associates, Inc is an advisory business that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in three locations and a total of 29 employees. It oversees $960 million in total assets between its 3,101 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm serves three charitable organizations. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which services the firm provides the client. Fees billed by Bill Few Associates, Inc most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

22 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

740 Washington Road
Pittsburgh, PA 15228

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$947,731,879

PA Average: $15,833,994,310
Total Number of Employees

30

PA Average: 41
Total Number of Accounts

3,257

PA Average: 3,342
Average Account Size

$290,983

PA Average: $4,737,880

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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
  • Educational seminars/workshops

Alison Wertz Work History

Alison has 22 years of experience.

1997 - Present (22 years)

Bill Few Securities, Inc

1996 - Present (23 years)

Bill Few Associates, Inc

Disclosures

Alison Wertz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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