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Richard Chamblee Van zandt

Wealthcare Capital Management LLC

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About Richard Chamblee Van zandt

Richard Chamblee Van zandt is an investment advisor representative at Wealthcare Capital Management LLC. Richard has been in the industry since 2007. Richard holds the Series 66 and Series 7 licenses. Richard specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Richard is also a personal financial specialist. Richard works out of the Richmond, VA office.

Firm Information

Richard Van zandt is currently registered with Wealthcare Capital Management LLC. Wealthcare Capital Management LLC is a fee-only financial advisory firm with a focus on providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. The firm has over 30 advisors who manage over $2.5 billion in assets for their clients. Their services include financial planning, retirement planning, college savings planning, estate planning, insurance planning, and investment management. They offer a wide range of investment strategies to meet the unique needs of their clients. The firm is headquartered in Richmond, VA and has offices throughout the United States.
Wealthcare Capital Management LLC

2 JAMES CENTER

RICHMOND, VA 23219

$2.58B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Van zandt’s Registration & Firm History

VA

01/18/2018 - Present

Wealthcare Capital Management LLC (RICHMOND VA)

WA

01/31/2007 - 12/31/2010

SYMETRA INVESTMENT SERVICES, INC. (SPOKANE WA)

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Licenses & Designations

BOTH

Issued 07/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Chamblee Van zandt.
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