Richard Volpe is a CFP, ChFC-designated registered investment advisor at Wescott Financial Advisory Group LLC, based in Philadelphia, PA, with 34 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 777 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Wealth Management Program and MRK Powered by Wescott Wealth Management Program. A minimum of $2,000,000 of assets under management is required for this service, but may be negotiable, subject to a $25,000 minimum fee.
Fee Estimator
Location
30 South 17th Street, Philadelphia, PA, 19103-4196
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is a shareholder and President of Anterian Holdings, Ltd., a holding company that receives income from units of Wescott Financial Advisory Group. He also owns Evergreen Homestead 1816, LLC, a rental real estate company, dedicating a few hours per week to landlord responsibilities.
Employment History
Current Registrations
Wescott Financial Advisory Group LLC
Previous Registrations
Asset Planning Services LTD.
State Registrations2 states
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