How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Robert

ADVISOR PROFILE

Services Offered
Trust & estate planning
Financial planning
Insurance
Philanthropic services
Retirement planning
My Ideal Client
Retail
High Net Worth
Ultra High Net Worth
Small Business

1. Senior Partner and Part Owner, Legacy Planning Partners, LLC, an entity est. to facilitate securities, advisory, and insurance business; As of 10/15/04; 5% time spent during business hours; Conducted at branch; Investment related. 2. Managing Member and Part Owner, CRC Holdings Company, LLC, an entity est. as a holding company for a commercial office property located in West Chester, PA; As of 08/24/05; 1% time spent during business hours; Conducted at branch; Investment related. 3. Fixed insurance sales, as an Agent; As of 09/30/19; Less than 5% time spent during regular business hours; Conducted at branch; Investment related.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Robert Paul Wermuth

Experience: 36 years / 3 firms

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