Wescott Financial Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$750/hr

“Financial planning and consulting services are billed at hourly rates, payable in advance, ranging from $150 to $750, depending on the scope, complexity, and nature of the services provided.”

Annual fee

$1,500/yr

“This minimum may be negotiable under certain circumstances, but may still be subject to a $1,500 annual minimum fee.”

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

How Wescott Financial Advisory Group LLC bills

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

• “Existing Clients' fees are billed in advance each calendar quarter based on the market value of the account assets under management as of the last business day of the prior calendar quarter.”
• “Any unearned portion of prepaid fees is refunded to Clients on a prorated basis.”
• “Termination and refund provisions are likewise governed solely by the TPM’s investment management agreement (“IMA”).”

How Wescott Financial Advisory Group LLC’s fees compare

• Its hourly rate of $150-$750 spans the Pennsylvania median of $250. 89% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 13 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
• Its annual fee of $1,500 is below the Pennsylvania median of $6,000. 12% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 1 of the 5 other planners in Philadelphia that publish an annual fee charge less.

About Wescott Financial Advisory Group LLC

• Firm size: 48 employees.
• Registered as an adviser: 1987 (39 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$3,500 minimum fee (stated in brochure)

Clients

769

Employees

48

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$4,155,788,050

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

105989

Website

facebook.com/wescottfin (opens in new tab)

Phone

(215) 979-1619

Can advise clients in 17 states: California, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia, Washington

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Elm WealthPhiladelphia$5,000

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