Wealth Analytics Partners, LLC

Wealth Analytics Partners, LLC is an SEC registered investment adviser founded in 2004, specializing in fee-only investment management and financial planning. The firm operates under a fiduciary standard, always prioritizing clients' interests. Managed assets total approximately $283,245,045 as of December 31, 2024. The minimum initial investment to establish a new advisory account is $1,000,000, although this may be waived at the Adviser's discretion. Investment management fees are negotiable, typically ranging from 0.45% to 1.25% per year based on assets under management. Financial planning fees vary based on the complexity of the client's financial situation. The Adviser does not use performance-based fees. Clients have the option to direct brokerage practices, with recommendations for broker-dealers such as Altruist Financial LLC and Charles Schwab & Co., Inc. The Adviser maintains an information security program to protect client data and has a Privacy Policy in place. Clients retain voting rights for securities held in their accounts, and the Adviser does not provide proxy voting advice. The firm's Privacy Policy ensures the confidentiality and security of client information. For more details, clients can request a complete copy of the firm's Privacy Policy from the Compliance Officer.