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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-13-2019
- Office Locations
- 1
Office Locations
About Wealthfd
WealthFD is a fiduciary wealth management firm serving dentists (from students/residents to practice owners), plus families and retirees. It provides ongoing comprehensive planning and investment management, with specialized support for student loan strategy, tax planning, personal bookkeeping, and company retirement plans. The firm emphasizes a personalized planning approach and transparent fees, and offers an online “Are You On Track?” retirement checkup that requires no email sign-up.
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Owner & Executives
Joseph Benjamin Hogan
Chief Compliance Officer, Financial Planner
- CRD
- #6968346
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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VICTORIA RACHEL ABAEV
--
- CRD
- #6098041
Rose DeFrank
Wealth Manager
- CRD
- #7236293
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,640,468 | $191,233 |
| Non-Discretionary | $10,193,078 | $231,661 |
| Total | $87,833,546 | $195,186 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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