Winfield Akeley
Vesta Financialcare · Philadelphia, Pennsylvania
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.
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Facts
| Firm | Vesta Financialcare |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $34.2M across 26 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5302011 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.i-vesta.com |
How Winfield's firm compares
- Vesta Financialcare's average account is about $1.3 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Winfield
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.
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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