Wescott Financial Advisory Group LLC
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 105989
- Registered since
- June 11, 1987
- Website
- wescott.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.05%
- Pension & Profit Sharing Plans25.35%
- Charitable Organizations2.6%
- Individuals1.99%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wescott Financial Advisory Group LLC is an independent registered investment adviser that has been operating since 1987. The firm serves both individual and institutional clients, positioning itself as a capital allocator that blends financial planning with portfolio management for individuals, small businesses, and institutions. Its advisory services include retirement and pension-related consulting and the selection of outside managers. Fee arrangements span percentage-of-AUM billing as well as hourly and fixed fees. The firm has received several industry recognitions in recent years, including appearances on lists from CNBC (Top 100 Financial Advisory Firms), FA Magazine, and multiple Forbes RIA rankings between 2020 and 2025. Wescott does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
3 of 4
Carrie Delgott
Chief Operating Officer & Chief Compliance OfficerCRD 3208545
Mark Mccarron
Partner, Chief Investment OfficerCRD 5962263
Grant Rawdin
Founder & CEOCRD 1650586
Contacts
3 of 23
Stephanie James
Financial AdvisorCRD 6066840
Benjamin Janssen
Associate, Financial AdvisorCRD 7802228
Rebecca Iacopelli
Financial AdvisorCRD 6563526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 118Active vs passive
$1B in ETFs
80%
$829M
19%
$205M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $167M | 280,269 | 16.21% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 30 S 17th St
- Time zone
- ET (UTC-5)
- Office locations
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