Wescott Financial Advisory Group 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 48 employees and 769 individual clients, 581 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 3,365 accounts).
- 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 | Philadelphia, Pennsylvania |
|---|---|
| Website | wescott.com |
| [email protected] | |
| Phone | (215) 979-1600 |
Questions about Wescott Financial Advisory Group LLC
Does Wescott Financial Advisory Group LLC have an account minimum?
Yes. Wescott Financial Advisory Group LLC states an account minimum of $2,000,000. We found this on its website, checked October 28, 2026.
How is Wescott Financial Advisory Group LLC paid?
Wescott Financial Advisory Group LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Wescott Financial Advisory Group LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Wescott Financial Advisory Group LLC.
What is the average account at Wescott Financial Advisory Group LLC?
Wescott Financial Advisory Group LLC's average account is about $1.2 million. That's the assets on its Form ADV divided by its 3,365 accounts.
What does Wescott Financial Advisory Group LLC specialize in?
Wescott Financial Advisory Group LLC's advisors and website list estate & legacy planning, tax planning, retirement planning and sustainable & impact investing.
Is Wescott Financial Advisory Group LLC accepting new clients?
Yes, according to Wescott Financial Advisory Group LLC's website, checked October 28, 2026.
Does Wescott Financial Advisory Group LLC work with clients virtually?
Yes. Wescott Financial Advisory Group LLC's website says it works with clients virtually.
Wescott Financial Advisory Group 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 | $2,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Wescott’s Wealth Management Program requires a minimum of $2 million in investable assets." source
"Wescott charges annual fees based on a percentage 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $4.2 billion |
| Individual clients | 188 |
| High-net-worth clients | 581 |
| Accounts managed | 3,365 |
| Employees | 48 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-29752) |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 105989 |