Scarlott
Cagle
Wealthcare Capital Management LLC
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About this Advisor
Scarlott Cagle is a certified financial planner based in Richmond, Virginia with 10 years of relevant experience. Cagle is on the advisory team at Wealthcare Capital Management LLC. They have spent the entirety of their employment at Wealthcare Capital Management Llc. Cagle is registered to advise clients in Georgia. Wealthcare Capital Management LLC is a registered investment firm that has its headquarters in Richmond, VA. The investment advisory business has offices in 18 locations and a total of 59 people on staff. It has $3 billion in total assets between its 11,094 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 11,094 client accounts, 15% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers a diverse assortment 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 fee schedules largely are based on which service is provided. Fees billed by Wealthcare Capital Management LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Capital Management LLC Brokerage Details
$2,603,042,487
59
11,094
$234,635
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
Scarlott Cagle Work History
Scarlott has been registered as a financial advisor for 10 years.*
Wealthcare Capital Management 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 Scarlott Cagle 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 Capital Management LLC
Richmond, VA
Claremont, CA
East Dorset, VT
West Chester, PA
Richmond, VA
Richmond, VA
Richmond, VA
Moseley, VA
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.
