Firm
WHTG Wealth Management
Landenberg, Pennsylvania
Fee-only
WHTG Wealth Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 20 individual clients.
- Its average account is about $83,000 (assets it manages divided by its 29 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Landenberg, Pennsylvania |
|---|---|
| Website | whtgwealth.com |
| Phone | (302) 463-1693 |
WHTG Wealth Management fees
WHTG Wealth Management 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 |
|---|---|
| Assets managed | $2 million |
| Individual clients | 20 |
| Accounts managed | 29 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 338295 |