Wedmont Private Capital
West Chester, Pennsylvania
Wedmont Private Capital at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 13 advisors are listed here; 11 of 13 hold the CFP.
- Its Form ADV reports 16 employees and 496 individual clients, 491 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 2,437 accounts).
- Its ongoing planning fee starts at $15,000 a year, above the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
- 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 | West Chester, Pennsylvania |
|---|---|
| Website | wedmont.com |
| [email protected] | |
| Phone | (610) 885-8200 |
Questions about Wedmont Private Capital
How much does Wedmont Private Capital charge?
Wedmont Private Capital publishes these prices: ongoing planning: from $15,000 a year. We found this on its website, checked October 28, 2026.
Does Wedmont Private Capital have an account minimum?
Yes. Wedmont Private Capital states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Wedmont Private Capital paid?
Wedmont Private Capital's Form ADV says it is paid by: fixed fees.
How many advisors does Wedmont Private Capital have in the Wellspent public graph?
The Wellspent public graph lists 13 advisors at Wedmont Private Capital, and 11 hold the CFP.
What is the average account at Wedmont Private Capital?
Wedmont Private Capital's average account is about $1.4 million. That's the assets on its Form ADV divided by its 2,437 accounts.
What does Wedmont Private Capital specialize in?
Wedmont Private Capital's advisors and website list flat-fee planning, retirement planning, tax planning and estate & legacy planning.
Is Wedmont Private Capital accepting new clients?
Yes, according to Wedmont Private Capital's website, checked October 28, 2026.
Does Wedmont Private Capital work with clients virtually?
Yes. Wedmont Private Capital's website says it works with clients virtually.
Wedmont Private Capital 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.
| Ongoing planning | From $15,000 a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our standard annual fee of $15,000, paid quarterly, applies to the vast majority of client relationships." source
"Our flat fee financial advisors serve investors with assets in excess of $1,000,000" source
"Our standard annual fee of $15,000, paid quarterly, applies to the vast majority of client relationships." source
"Our standard annual fee of $15,000, paid quarterly, applies to the vast majority of client relationships." 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 | Fixed fees |
|---|---|
| Assets managed | $3.4 billion |
| Individual clients | 5 |
| High-net-worth clients | 491 |
| Accounts managed | 2,437 |
| Employees | 16 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-121179) |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 305815 |