Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Yes, on every account. Wescott Financial Advisory Group is registered with the SEC only as an investment adviser (it is not a broker-dealer), so the Investment Advisers Act of 1940 requires it to act as your fiduciary. Its own Form CRS states: “When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
How it’s registered
From Wescott Financial Advisory Group LLC Form CRS (March 29, 2026): “Wescott is registered with the U.S. Securities and Exchange Commission as an investment adviser.”
The standard of conduct, in its own words
“When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
On commissions: “Our financial professionals are compensated based on the following factors. We do not believe this results in any conflicts of interest: Professionals are compensated based on their skills, credentials, years of experience and work performance.”
Fiduciary status by capacity
| Capacity | Registration | Standard you’re owed | Can earn commissions | Source |
|---|---|---|---|---|
| As your investment adviser | SEC-registered investment adviser | Fiduciary duty (Investment Advisers Act of 1940) | No (asset-based advisory fee: $25,000 a year at $500,000. That is the stated $25,000 minimum annual advisory fee, not a rate: the published schedule starts at 1.25% and the stated minimum account size is $2 million.) | Wescott Financial Advisory Group LLC Form CRS, March 29, 2026 |
What this means for what you pay
Fiduciary status is one input, not the whole picture. Wescott Financial Advisory Group discloses a published fee that runs $25,000 a year on a $500,000 account; see the full dollar breakdown from Wescott Financial Advisory Group’s own fee disclosure before deciding whether the standard of conduct here changes your answer.
If the answer above changes your mind about staying, see what it costs to leave Wescott Financial Advisory Group, or read the general mechanics of switching financial advisors.
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Source: WiserAdvisor’s service descriptionSources
- Wescott Financial Advisory Group LLC Form CRS (March 29, 2026): https://reports.adviserinfo.sec.gov/crs/crs_105989.pdf
- 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 28, 2026, quoting directly from Wescott Financial Advisory Group’s own current Form CRS, with the source linked above; any distinction 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, and it is not a substitute for reading the firm’s own Form CRS. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Comparing Wescott Financial Advisory Group against other options? See Wescott Financial Advisory Group alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.