Gregory
Kempner

Wealthcare Advisory Partners LLC

CRD#4545412
Investment Advisor
in Wyndmoor, PA

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About this Advisor

Gregory Kempner is a financial advisor based out of Wyndmoor, Pennsylvania with 6 years of industry experience. Kempner is an employee of Wealthcare Advisory Partners LLC. The advisor has gained experience at Cantella & Co., Inc, Lpl Financial, LLC and Wealthcare Advisory Partners, LLC. Kempner has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Wealthcare Advisory Partners LLC is a registered investment firm operating out of West Chester, PA. It has offices in 65 locations and a total of 187 financial advisors. It administers $4 billion in assets between its 16,562 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 28 charities and foundations. Of its 16,562 accounts, just 12% are associated with high-net-worth clients who have greater than $1 million in investable assets. Wealthcare Advisory Partners LLC provides a broad set 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. A financial advisor's fees usually vary depending on which service is offered. However, fee types charged by Wealthcare Advisory Partners LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Wyndmoor, PA

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Wealthcare Advisory Partners LLC Brokerage Details

Total Assets Under Management

$3,907,398,739

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

187

PA Average: 41
Total Number of Accounts

16,562

PA Average: 3,342
Average Account Size

$235,926

PA Average: $4,737,880

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

Gregory Kempner Work History

Gregory has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Wealthcare Advisory Partners, LLC

2011 - Present (13 years)

Lpl Financial, LLC

2006 - 2017 (11 years)

Cantella & Co., Inc

*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 Gregory Kempner 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

James Graves
West Chester, PA
Jasmine Lambert
West Chester, PA
Christopher Underwood
West Chester, PA
Stephen Coffman
Crozet, VA
Stephen Paluck
Rancho Cordova, CA
Lawrence Fisher
West Chester, PA
Andrew Meehan
West Chester, PA
Alexander Stuver
Webster, NY

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.

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