James Pelletier
Wedmont Private Capital · West Chester, Pennsylvania
James Pelletier is a fee-only financial advisor at Wedmont Private Capital in West Chester, Pennsylvania. Wedmont Private Capital reports charging fixed fees on its Form ADV.
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Facts
| Firm | Wedmont Private Capital |
|---|---|
| Based in | West Chester, Pennsylvania |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $3.44B across 2,437 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 6228242 |
| Exams passed | Series 66 (2014) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wedmont.com |
How James's firm compares
- Wedmont Private Capital's average account is about $1.4 million, from its Form ADV (assets managed divided by 2,437 accounts).
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Questions about James
Is James Pelletier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Wedmont Private Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Wedmont Private Capital, reports charging fixed fees on its SEC Form ADV.
Where is James Pelletier based?
James Pelletier is based in West Chester, Pennsylvania.
Is James Pelletier registered with the SEC?
Yes. James Pelletier is registered as an investment adviser representative in ME and TX (CRD 6228242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wedmont Private Capital manage?
Wedmont Private Capital reports $3.44B across 2,437 accounts in assets under management.
How do I contact James Pelletier?
Through James's website, www.wedmont.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in West Chester
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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