Rkl Wealth Management LLC

Rkl Wealth Management LLC (CRD# 122693) is a financial advisory firm headquartered in Lancaster, PA. They manage $510,707,269 in 1,742 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    1,742
    ACCOUNTS
  • Average Account Value
    $293,173
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
  • Pension consulting services
  • 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.

CO, DE, FL, LA, MD, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Rkl Wealth Management LLC
Showing 1 - 10 of 14 top financial advisors.
1
Sarah Y. Fisher
CRD#: 2192749
1800 Fruitville Pike, Lancaster, PA 17601
96
Wealthminder
score

Sarah Fisher (CRD# 2192749) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 26 years of experience in the finance industry. Sarah Fisher 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
Laurie M. Peer
CRD#: 4239738
1330 Broadcasting Road, Wyomissing, PA 19610
96
Wealthminder
score

Laurie Peer (CRD# 4239738) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Wyomissing, PA and has over 17 years of experience in the finance industry. Laurie Peer 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 D. Reardon
CRD#: 5800403
1330 Broadcasting Road, Wyomissing, PA 19610
96
Wealthminder
score

Thomas Reardon (CRD# 5800403) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Wyomissing, PA and has over 7 years of experience in the finance industry. Thomas Reardon 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.

4
Nicholas A. Boyer
CRD#: 5864038
1800 Fruitville Pike, Lancaster, PA 17601
93
Wealthminder
score

Nicholas Boyer (CRD# 5864038) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 6 years of experience in the finance industry.

5
Christopher A. Cassel
CRD#: 4573458
1800 Fruitville Pike, Lancaster, PA 17601
93
Wealthminder
score

Christopher Cassel (CRD# 4573458) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 14 years of experience in the finance industry.

6
Christopher C. Ginder
CRD#: 4565543
1800 Fruitville Pike, Lancaster, PA 17601
93
Wealthminder
score

Christopher Ginder (CRD# 4565543) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 9 years of experience in the finance industry.

7
Michael R. Hinerdeer
CRD#: 5302842
1800 Fruitville Pike, Lancaster, PA 17601
93
Wealthminder
score

Michael Hinerdeer (CRD# 5302842) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 8 years of experience in the finance industry.

8
Edward W. Monborne
CRD#: 4587333
1800 Fruitville Pike, Lancaster, PA 17601
93
Wealthminder
score

Edward Monborne (CRD# 4587333) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 17 years of experience in the finance industry.

9
Richard S. Waldron
CRD#: 1021475
1330 Broadcasting Road, Wyomissing, PA 19610
93
Wealthminder
score

Richard Waldron (CRD# 1021475) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Wyomissing, PA and has over 35 years of experience in the finance industry.

10
Lauren R. McNeely
CRD#: 5984608
1800 Fruitville Pike, Lancaster, PA 17601
90
Wealthminder
score

Lauren McNeely (CRD# 5984608) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.