# Wescott Financial Advisory Group LLC

> Wescott Financial Advisory Group LLC is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 1987, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 105989
- Filed as: WESCOTT FINANCIAL ADVISORY GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105989
- AdvisorCensus page: https://advisorcensus.com/firm/wescott-financial-advisory-group-llc-philadelphia-pa-105989

## Quick answers

**How is Wescott Financial Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wescott Financial Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Wescott Financial Advisory Group LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $150 to $750 an hour (Financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wescott Financial Advisory Group LLC located?**
Wescott Financial Advisory Group LLC's principal office is in Philadelphia, PA, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Wescott Financial Advisory Group LLC registered with the SEC or a state?**
Wescott Financial Advisory Group LLC is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 105989.

**How much does Wescott Financial Advisory Group LLC manage?**
Wescott Financial Advisory Group LLC reports $4,155,788,050 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (77% discretionary).

**How have Wescott Financial Advisory Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Wescott Financial Advisory Group LLC: Regulatory assets under management: $2,440,467,782 in the October 2021 data and $4,155,788,050 in the October 2026 data, up 70%. Total employees: 32 in October 2021 and 48 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wescott Financial Advisory Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (581); individuals (other than high net worth individuals) (188); charitable organizations (13).

**Which custodians does Wescott Financial Advisory Group LLC use?**
Wescott Financial Advisory Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Wescott Financial Advisory Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105989

**What changed in Wescott Financial Advisory Group LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in IL, SC, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $150 to $750 an hour (Financial planning and consulting services)

> Asset Allocation Services Asset allocation services are billed at hourly rates ranging from $150 to $750/hour, payable in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,155,788,050
- Discretionary: $3,181,898,426
- Non-discretionary: $973,889,624

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 188 | $82,505,584 |
| High net worth individuals | 581 | $2,911,020,157 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $1,053,470,164 |
| Charitable organizations | 13 | $107,952,132 |
| Corporations or other businesses not listed above | 1 | $840,013 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1987 (39 years)
- Employees: 48 total, 27 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Harleysville, PA
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- wescott.com
- Facebook @WESCOTTFIN
- Instagram @wescottfinancial
- LinkedIn @WESCOTT-FINANCIAL-ADVISORY-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,440,467,782 | 32 | March 24, 2021 |
| October 2022 | $3,452,848,520 | 51 | February 16, 2022 |
| October 2023 | $3,386,326,881 | 51 | September 8, 2023 |
| October 2024 | $3,477,406,798 | 54 | April 4, 2024 |
| October 2025 | $3,725,004,015 | 50 | March 14, 2025 |
| October 2026 | $4,155,788,050 | 48 | April 21, 2026 |

Regulatory assets under management: $2,440,467,782 in the October 2021 data and $4,155,788,050 in the October 2026 data, up 70%.
Total employees: 32 in October 2021 and 48 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in IL, SC, WA.

### April 2026
- Employees performing advisory functions went from 30 to 27.
- Regulatory assets under management went from $3,725,004,015 to $4,155,788,050 (+12%).

### January 2026
- No longer registered or notice-filed in NV, SC.

### November 2025
- No longer lists an office in Fort Washington, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wescott Financial Advisory Group LLC (CRD 105989): Form ADV filing data as of October 2026.