Firm
Waverly Advisors, LLC
Philadelphia, Pennsylvania
Fee-only
Waverly Advisors, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 414 employees and 12,923 individual clients, 4,302 of them high net worth.
- Its average account is about $837,000 (assets it manages divided by its 35,709 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | waverly-advisors.com |
| [email protected] | |
| Phone | (215) 709-5100 |
Waverly Advisors, LLC fees
Waverly Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $29.9 billion |
| Individual clients | 8,621 |
| High-net-worth clients | 4,302 |
| Accounts managed | 35,709 |
| Employees | 414 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-60741) |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 115332 |