Joel Edstrom
WESCAP Group · Glendale, California
Joel Edstrom is a fee-only financial advisor at WESCAP Group in Glendale, California, who holds the CFA credential. WESCAP Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WESCAP Group |
|---|---|
| Based in | Glendale, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.09B across 1,242 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4340229 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | wescapgroup.com |
How Joel's firm compares
- WESCAP Group's average account is about $876,000, from its Form ADV (assets managed divided by 1,242 accounts).
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Questions about Joel
Is Joel Edstrom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and WESCAP Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, WESCAP Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joel Edstrom based?
Joel Edstrom is based in Glendale, California.
What credentials does Joel Edstrom hold?
Joel Edstrom holds the CFA credential.
Is Joel Edstrom registered with the SEC?
Yes. Joel Edstrom is registered as an investment adviser representative in CA and TX (CRD 4340229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WESCAP Group manage?
WESCAP Group reports $1.09B across 1,242 accounts in assets under management.
How do I contact Joel Edstrom?
Through Joel's website, wescapgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Glendale
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
- WESCAP Group 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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