David Lafferty
Wescott Financial Advisory Group LLC · Philadelphia, Pennsylvania
David Lafferty is a fee-only financial advisor at Wescott Financial Advisory Group LLC in Philadelphia, Pennsylvania, who holds the CFP, MBA and JD credentials. David charges a percentage of assets (a $2,000,000 asset minimum) and focuses on estate & legacy planning, tax planning and retirement planning.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Wescott Financial Advisory Group LLC |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.16B across 3,365 accounts |
| Credentials | CFP · MBA · JD · CAP · ChFC · LLM |
| SEC registration | Investment adviser representative in PA · CRD 1712748 |
| Exams passed | Series 63 (1989) · Series 65 (1997) |
| Firm size | 48 employees |
| Disclosures | None reported |
| Website | wescott.com |
| Profile |
How David's firm compares
- Wescott Financial Advisory Group LLC's average account is about $1.2 million, from its Form ADV (assets managed divided by 3,365 accounts).
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Questions about David
Is David Lafferty a fee-only financial advisor?
Yes. David Lafferty is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to Wescott Financial Advisory Group LLC's website, checked October 28, 2026: a $2,000,000 asset minimum.
Does David work with clients virtually?
Yes. Wescott Financial Advisory Group LLC says on its website that it works with clients remotely.
Where is David Lafferty based?
David Lafferty is based in Philadelphia, Pennsylvania.
What does David specialize in?
David's specialties include estate & legacy planning, tax planning, retirement planning, sustainable & impact investing, founders (pre-exit) and family wealth transfer. David works with founders, executives, ultra high net worth and multi-generational families.
What credentials does David Lafferty hold?
David Lafferty holds the CFP, MBA, JD, CAP, ChFC and LLM credentials.
Is David Lafferty registered with the SEC?
Yes. David Lafferty is registered as an investment adviser representative in PA (CRD 1712748), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wescott Financial Advisory Group LLC manage?
Wescott Financial Advisory Group LLC reports $4.16B across 3,365 accounts in assets under management.
How do I contact David Lafferty?
Through David's website, wescott.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wescott Financial Advisory Group LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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