Curtis Pritchard
Wexford Wealth Advisors · Wexford, Pennsylvania
Curtis Pritchard is a fee-only financial advisor at Wexford Wealth Advisors in Wexford, Pennsylvania. Wexford Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wexford Wealth Advisors |
|---|---|
| Based in | Wexford, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $68.9M across 325 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 5978874 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wexfordwealth.com |
| Profile |
How Curtis's firm compares
- Wexford Wealth Advisors's average account is about $212,000, from its Form ADV (assets managed divided by 325 accounts).
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Questions about Curtis
Is Curtis Pritchard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Wexford Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Curtis charge for financial advice?
Curtis's firm, Wexford Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Curtis Pritchard based?
Curtis Pritchard is based in Wexford, Pennsylvania.
Is Curtis Pritchard registered with the SEC?
Yes. Curtis Pritchard is registered as an investment adviser representative in PA and TX (CRD 5978874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wexford Wealth Advisors manage?
Wexford Wealth Advisors reports $68.9M across 325 accounts in assets under management.
How do I contact Curtis Pritchard?
Through Curtis's website, www.wexfordwealth.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
- 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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