Lane Hipple - Wealth Management Group

Lane Hipple - Wealth Management Group (CRD# 165321) is a financial advisory firm headquartered in Moorestown, NJ. They manage $96,147,625 in 446 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    446
    ACCOUNTS
  • Average Account Value
    $215,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, NJ, PA, TX

Financial Advisors at Lane Hipple - Wealth Management Group
Showing 1 - 4 of 4 top financial advisors.
1
Andrew C. Hipple
CRD#: 5084028
155 E. 3rd Street, Moorestown, NJ 08057
96
Wealthminder
score

Andrew Hipple (CRD# 5084028) is an Investment Advisor Representative working at Lane Hipple - Wealth Management Group in Moorestown, NJ and has over 12 years of experience in the finance industry. Andrew Hipple has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas A. Lane
CRD#: 1251148
155 E. 3rd Street, Moorestown, NJ 08057
96
Wealthminder
score

Thomas Lane (CRD# 1251148) is an Investment Advisor Representative working at Lane Hipple - Wealth Management Group in Moorestown, NJ and has over 33 years of experience in the finance industry. Thomas Lane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas A. Lane
CRD#: 5553897
155 E. 3rd Street, Moorestown, NJ 08057
96
Wealthminder
score

Thomas Lane (CRD# 5553897) is an Investment Advisor Representative working at Lane Hipple - Wealth Management Group in Moorestown, NJ and has over 9 years of experience in the finance industry.

4
Darek Koleda
CRD#: 6623612
155 E. 3rd Street, Moorestown, NJ 08057
90
Wealthminder
score

Darek Koleda (CRD# 6623612) is an Investment Advisor Representative working at Lane Hipple - Wealth Management Group in Moorestown, NJ and has 1 year of experience in the finance industry.

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