Wedmont Private Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$3,750/qtr

“Ongoing Financial Planning with Investment Management Services Ongoing Financial Planning Services consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $3,750 per quarter ($15,000 per year).”

Annual fee

$15,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wedmont Private Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee may be negotiable in certain cases.”

How Wedmont Private Capital’s fees compare

• Its annual fee of $15,000 is above the Pennsylvania median of $6,000. 78% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wedmont Private Capital

• Firm size: 16 employees.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Minimum

$1,000,000 in assets (stated in brochure)

Clients

496

Employees

16

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$3,440,714,185

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305815

Website

wedmont.com (opens in new tab)

Phone

(610) 885-8200

Can advise clients in 27 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in West Chester that publish fees

• Asbury CapitalWest Chester$250/hr, $500⁠-⁠$1,500
• Ballast Financial Advisors, LLCWest Chester$500/hr, $10,000
• Bowen Asset Management LLCWest Chester$200⁠-⁠$500/hr
• Financial CoachWest Chester$2,500/yr
• Locus Wealth ManagementWest Chester$350/hr, $3,000⁠-⁠$15,000
• Market Street Wealth ManagementWest Chester$50⁠-⁠$100/mo

Compare all 16 planners in West Chester