Tae
Kneidinger

Wealthcare Capital Management LLC

CRD#5968191
Investment Advisor
in Moseley, VA

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About this Advisor

Tae Kneidinger is a certified financial planner based in Moseley, Virginia, with 3 years of relevant experience. Kneidinger is currently employed by Wealthcare Capital Management LLC. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Kendall Capital Management and Wealthcare Capital Management, LLC. Kneidinger holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Wealthcare Capital Management LLC is a financial advisory firm operating out of Richmond, VA. The firm has offices in 18 locations and a total of 59 financial advisors. It administers $3 billion in assets among its 11,094 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 11,094 client accounts, 15% are associated with high-net-worth clients who have more than $1 million in investable assets. Wealthcare Capital Management LLC offers a number 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. Fees for financial management usually depend on which service is offered. However, fees charged by Wealthcare Capital Management LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

Moseley, VA

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Wealthcare Capital Management LLC Brokerage Details

Total Assets Under Management

$2,603,042,487

VA Average: $1,835,309,194
Total Number of Employees

59

VA Average: 32
Total Number of Accounts

11,094

VA Average: 1,458
Average Account Size

$234,635

VA Average: $1,258,785

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

Tae Kneidinger Work History

Tae has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Wealthcare Capital Management, LLC

2019 - 2020 (1 year)

Kendall Capital Management

2011 - 2019 (8 years)

Ameriprise Financial Services, 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 Tae Kneidinger 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

Michael Valdez
Richmond, VA
Ayad Amary
West Chester, PA
Scott Davison
Richmond, VA
Scarlott Cagle
Richmond, VA
Peggy Carlson
Claremont, CA
James Mirenda
East Dorset, VT
Kevin London
Richmond, VA
Bradley Joubert
Fort Mill, SC

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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