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Wharton Retirement Consultants (Wayne)


Wharton Retirement Consultants is a large advisory firm based in Wayne. It manages $225.83 million of regulatory assets for 623 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida, New Jersey, New York, and Pennsylvania.

Wharton Retirement Consultants provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and advice on matters not involving securities.. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wharton Retirement Consultants: assets under management

The assets under management (AUM) of Wharton Retirement Consultants is $225.83 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $225.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $362.48 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wharton Retirement Consultants for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wayne

The principal office where Wharton Retirement Consultants performs its advisory services is located at 148 East Lancaster Avenue, Wayne, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in Blue Bell, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-293-9000 or by fax 610-293-9930. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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