Setarcos Wealth Advisors LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 54 individual clients, 40 of them high net worth.
- Its average account is about $488,000 (assets it manages divided by its 229 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | setarcosllc.com |
| [email protected] | |
| Phone | (267) 504-4905 |
Questions about Setarcos Wealth Advisors LLC
Does Setarcos Wealth Advisors LLC have an account minimum?
Yes. Setarcos Wealth Advisors LLC states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Setarcos Wealth Advisors LLC paid?
Setarcos Wealth Advisors LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Setarcos Wealth Advisors LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Setarcos Wealth Advisors LLC, and 2 hold the CFP.
What is the average account at Setarcos Wealth Advisors LLC?
Setarcos Wealth Advisors LLC's average account is about $488,000. That's the assets on its Form ADV divided by its 229 accounts.
What does Setarcos Wealth Advisors LLC specialize in?
Setarcos Wealth Advisors LLC's advisors and website list retirement planning, estate & legacy planning, tax planning and retirement with concentrated positions.
Does Setarcos Wealth Advisors LLC work with clients virtually?
Yes. Setarcos Wealth Advisors LLC's website says it works with clients virtually.
Setarcos Wealth Advisors LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"$1M of assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $112 million |
| Individual clients | 14 |
| High-net-worth clients | 40 |
| Accounts managed | 229 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-135815) |
| Financial planning | Offered |
| Form ADV filed | May 18, 2026 |
| SEC record | CRD 157930 |