# Winfield Akeley

> Winfield Akeley is a fee-only financial advisor at Vesta Financialcare in Philadelphia, Pennsylvania. Vesta Financialcare reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/winfield-akeley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Vesta Financialcare
- **Based in:** Philadelphia, Pennsylvania
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $34.2M across 26 accounts
- **CRD:** 5302011 (https://adviserinfo.sec.gov/individual/summary/5302011)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.i-vesta.com

## Frequently asked questions

### Is Winfield Akeley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Winfield holds no broker registration, and Vesta Financialcare reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Winfield charge for financial advice?

Winfield's firm, Vesta Financialcare, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Winfield Akeley based?

Winfield Akeley is based in Philadelphia, Pennsylvania.

### Is Winfield Akeley registered with the SEC?

Yes. Winfield Akeley is registered as an investment adviser representative in PA (CRD 5302011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vesta Financialcare manage?

Vesta Financialcare reports $34.2M across 26 accounts in assets under management.

### How do I contact Winfield Akeley?

Through Winfield's website, www.i-vesta.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5302011): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.