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Updated September 27, 2026. Quick answer: Wescott Financial Advisory Group discloses a tiered schedule starting at 1.25% in its Wescott Financial Advisory Group, LLC Form ADV Part 2A: Firm Brochure (March 29, 2026). Converted to dollars, that runs $25,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Wescott Financial Advisory Group, LLC Form ADV Part 2A: Firm Brochure (March 29, 2026): “The annual Wealth Management Program services advisory fee is calculated as a percentage of assets under management (“AUM”) pursuant to a graduated Standard Fee Schedule, as disclosed in and governed by the Client’s executed Advisory Agreement. The minimum account size is $2,000,000, which is negotiable under certain circumstances. However, Clients may remain subject to a minimum annual advisory fee of $25,000.”
Note: Wescott’s Wealth Management Program states a $2,000,000 minimum account size, negotiable under certain circumstances; Wescott separately operates other fee schedules for other services (Wescott Trust Services, Selection of Other Advisors third-party referrals) not used on this page, which cites the standard Wealth Management Program fee schedule.
- Minimum Requirement: $2,000,000: 1.25%
- $2,000,001 to $5,000,000: 1.00%
- $5,000,001 to $7,000,000: 0.75%
- $7,000,001 and above: 0.50%
Minimum annual fee: $25,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $25,000 | 10.00% |
| $500,000 | $25,000 | 5.00% |
| $1,000,000 | $25,000 | 2.50% |
| $2,000,000 | $25,000 | 1.25% |
Wescott’s Wealth Management Program fee schedule begins at 1.25% for the Minimum Requirement bracket ($2,000,000), stepping down at higher balances, with a stated $25,000 minimum annual advisory fee. The schedule’s own 1.25% first-bracket rate at $250,000, $500,000 and $1,000,000 (computed at $3,125 / $6,250 / $12,500) is below the $25,000 floor, so the floor applies at each; at $2,000,000 the full balance still sits within that first bracket and 2,000,000 x 0.0125 = $25,000 exactly matches the floor. So all four balances shown come out to the same $25,000 figure, a direct consequence of the firm’s $25,000 minimum fee dominating up through its own $2,000,000 pricing breakpoint, not a data error.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Wescott Financial Advisory Group’s own published rate runs $25,000 a year.
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- Wescott Financial Advisory Group, LLC Form ADV Part 2A: Firm Brochure (March 29, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032861
- SEC Investment Adviser Public Disclosure, Wescott Financial Advisory Group, LLC (CRD #105989): https://adviserinfo.sec.gov/firm/summary/105989
- Wescott Financial Advisory Group, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/105989/PDF/105989.pdf
Methodology. This page was built September 27, 2026, drawing on Wescott Financial Advisory Group’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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What does it take to open an account? See Wescott Financial Advisory Group’s minimum investment, straight from its own Form ADV Part 2A brochure.
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