Wesfair Advisory Group, Inc.

Overview

Wesfair Advisory Group, Inc. is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm serves a client base made up of individuals and families and lists financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting among its advisory activities. Its pricing mixes percentage-of-assets under management with hourly and fixed-fee arrangements. The adviser reports that it is not positioned as an active ESG investor, is not a multistate adviser, and is not newly formed. It maintains industry relationships with an accountant and an insurance company, suggesting access to tax and insurance planning resources alongside investment advice.

Assets & Accounts

Public Holdings

Investments & Alternatives