Wealth Advisors Network, Inc.
- Regulatory AUM
- $300M
- Discretionary
- $297M
- Clients
- 494
- Avg AUM / client
- $608K
- Accounts
- 740
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 370 | $92.9M | 30.9% |
| High net worth individuals | 102 | $167M | 55.6% |
| Pension and profit sharing plans | 8 | $30.0M | 10.0% |
| Charitable organizations | 6 | $7.8M | 2.59% |
| Corporations and other businesses | 8 | $2.6M | 0.88% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Scott Anderson | Director/President/Ceo/Coo | CFP | Aug 1997 (29y) | 75% or more |
| Daniel Wayne Charron | Director | CFP | Sep 1999 (27y) | Less than 5% |
| Virginia Charron | Chief Compliance Officer/Secretary/Treasurer/Director | Jan 2008 (19y) | 10% – 25% | |
| Marlin Kent Johnson | Registered representative | Sep 1997 (29y) | ||
| Tammy Michelle Hubl | Registered representative | Jan 2000 (27y) | ||
| Diane Lynn Alexander | Registered representative | Jan 2007 (20y) | ||
| Philip Dean Neville | Registered representative | Jan 2007 (20y) | ||
| Samuel Joseph Catanese | Registered representative | Jun 2020 (6y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • REFERRAL FEES FROM THIRD PARTY MONEY MANAGER
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $270M (90% of AUM) Apr 2026
- Fidelity Brokerage Services $124M (42% of AUM) Aug 2025
- Ascensus Broker Dealer Services, Llc $30.0M (10% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗