Wescott Financial Advisory Group LLC
Philadelphia, PA·SEC-registered · CRD #105989
Wescott Financial Advisory Group LLC is an SEC-registered investment advisory firm in Philadelphia, PA managing $4.2B across 3.5k client accounts, with 27 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.2B
Client accounts
3.5k
Advisory staff
27
Fee model
Fee-based
How Wescott Financial Advisory Group LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wescott Financial Advisory Group LLC
How much does Wescott Financial Advisory Group LLC manage?
Per its most recent SEC Form ADV filing (04/21/2026), Wescott Financial Advisory Group LLC reports $4.2B in regulatory assets under management across roughly 3.5k client accounts.
How does Wescott Financial Advisory Group LLC charge?
Wescott Financial Advisory Group LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wescott Financial Advisory Group LLC a fiduciary?
Yes. Wescott Financial Advisory Group LLC is registered with the U.S. Securities and Exchange Commission (CRD #105989), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wescott Financial Advisory Group LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wescott Financial Advisory Group LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Philadelphia, PA
Profile compiled from Wescott Financial Advisory Group LLC's public SEC Form ADV filing (CRD #105989, filed 04/21/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wescott Financial Advisory Group LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wescott Financial Advisory Group LLC? Claim this profile.