Wealthprotect Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,200

“There is a one-time $1,200 onboarding fee which is rebated after a Client has been engaged with WPA for 3 years.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wealthprotect Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisory fee is paid quarterly in advance based on the fee table above.”
• “Our advisory 6 fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Wealthprotect Advisors LLC’s fees compare

• Its flat or project fee of $1,200 is below the Pennsylvania median of $3,650. 16% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wealthprotect Advisors LLC

• Principal: David Mandelblatt
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$7,719,924

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338308

Phone

(412) 215-9496

Other planners in Pittsburgh that publish fees

• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A. Neff Associates LLCPittsburgh$150/hr
• Allegheny Financial GroupPittsburgh$500/hr
• Allegheny InvestmentsPittsburgh$500/hr
• Centerview Wealth Advisors, LLCPittsburgh$100⁠-⁠$300/hr, $500⁠-⁠$30,000
• DS Wealth Advisors, Inc.Pittsburgh$100⁠-⁠$150/hr

Compare all 40 planners in Pittsburgh