Joseph Wuenschell
Wuenschell Financial Services · Seven Fields, Pennsylvania
Joseph Wuenschell is a fee-only financial advisor at Wuenschell Financial Services in Seven Fields, Pennsylvania, who holds the CFP credential. Wuenschell Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wuenschell Financial Services |
|---|---|
| Based in | Seven Fields, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.3M across 37 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5637193 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- Wuenschell Financial Services's average account is about $197,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Joseph
Is Joseph Wuenschell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Wuenschell Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Wuenschell Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Wuenschell based?
Joseph Wuenschell is based in Seven Fields, Pennsylvania.
What credentials does Joseph Wuenschell hold?
Joseph Wuenschell holds the CFP credential.
Is Joseph Wuenschell registered with the SEC?
Yes. Joseph Wuenschell is registered as an investment adviser representative in PA (CRD 5637193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wuenschell Financial Services manage?
Wuenschell Financial Services reports $7.3M across 37 accounts in assets under management.
How do I contact Joseph Wuenschell?
Contact details aren't on file yet. Search for Wuenschell Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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