Karen Vavra
VCM Wealth · Collegeville, Pennsylvania
Karen Vavra is a fee-only financial advisor at VCM Wealth in Collegeville, Pennsylvania. Karen focuses on retirement planning, estate & legacy planning and tax planning. VCM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | VCM Wealth |
|---|---|
| Based in | Collegeville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $104.8M across 297 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2918570 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vcm-wealth.com |
How Karen's firm compares
- VCM Wealth's average account is about $353,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Karen
Is Karen Vavra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and VCM Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, VCM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karen Vavra based?
Karen Vavra is based in Collegeville, Pennsylvania.
What does Karen specialize in?
Karen's specialties include retirement planning, estate & legacy planning and tax planning.
Is Karen Vavra registered with the SEC?
Yes. Karen Vavra is registered as an investment adviser representative in PA (CRD 2918570), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VCM Wealth manage?
VCM Wealth reports $104.8M across 297 accounts in assets under management.
How do I contact Karen Vavra?
Through Karen's website, www.vcm-wealth.com.
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
- VCM Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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