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They include 8,512 individual clients, 2,184 high-net-worth individuals, and 174 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealthcare Advisory Partners offer?","answer":"Wealthcare Advisory Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealthcare Advisory Partners charge?","answer":"Wealthcare Advisory Partners charges up to 1.85% for its Investment Management Services. The brochure does not state whether the rate is annual.","source":"WEALTHCARE ADVISORY PARTNERS FORM ADV2A (\"DISCLOSURE BROCHURE\") AND APPENDIX 1 (\"WRAP FEE PROGRAM\"), filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealthcare Advisory Partners use?","answer":"Wealthcare Advisory Partners’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $3.9B and Charles Schwab & Co., Inc. (San Francisco, CA), with $3.06B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealthcare Advisory Partners have?","answer":"Wealthcare Advisory Partners has 173 investment adviser representatives registered with state securities authorities, out of 243 employees, and 173 perform investment advisory functions. 107 employees are registered representatives of a broker-dealer and 115 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealthcare Advisory Partners invest in?","answer":"At the end of its last fiscal year, Wealthcare Advisory Partners’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 4% cash and equivalents, 3% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealthcare Advisory Partners?","answer":"Wealthcare Advisory Partners is owned through a chain of holding companies by Sammons Financial Group Wealth Management Holdings, LLC and Sammons Enterprises, Inc. Its direct owners are Wealthcare Parent Holdings LLC (75% or more) and Consolidated Investment Services, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealthcare Advisory Partners get paid?","answer":"Wealthcare Advisory Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Wealthcare Advisory Partners registered with the SEC?","answer":"Yes, Wealthcare Advisory Partners has been registered with the SEC as an investment adviser since 14 July 2014. 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`sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}