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The fee is billed in advance and is negotiable.","source":"WEALTHCARE CAPITAL 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 Capital Partners use?","answer":"Wealthcare Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $386M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealthcare Capital Partners have?","answer":"Wealthcare Capital Partners has 9 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 7 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 Capital Partners invest in?","answer":"At the end of its last fiscal year, Wealthcare Capital Partners’ separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 8% cash and equivalents and 1% investment grade corporate bonds.","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 Capital Partners?","answer":"Wealthcare Capital Partners is owned through a chain of holding companies by Sammons Enterprises, Inc. Its direct owner is Wealthcare Parent Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealthcare Capital Partners get paid?","answer":"Wealthcare Capital 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 Capital Partners registered with the SEC?","answer":"Yes, Wealthcare Capital Partners has been registered with the SEC as an investment adviser since 24 April 2024. 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