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Updated September 28, 2026. Quick answer: $2,000,000 for Wescott’s Wealth Management Program Services. Wescott Financial Advisory Group’s own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Wescott Financial Advisory Group’s own published fee schedule works out to $25,000 a year.
The minimum, in the firm’s own words
“Minimum Account Size … The minimum account sizes to participate in Westcott’s advisory services programs are as follows … Wealth Management Program Services … 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.”
On waivability: “The minimum account requirement may be waived or adjusted at the firm’s discretion; however, Clients remain subject to a minimum annual advisory fee of $25,000.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Wescott’s Wealth Management Program Services | $2,000,000 | $25,000 | Yes, at the firm’s discretion |
| Source: Wescott Financial Advisory Group, LLC Form ADV Part 2A: Firm Brochure, March 29, 2026 | |||
Wescott Financial Advisory Group’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $25,000 |
| $500,000 | $25,000 |
| $1,000,000 | $25,000 |
| $2,000,000 | $25,000 |
What else to know
Wescott runs several other programs with lower minimums, for example $500,000 for its Entrada Management Program and $800,000 for Wescott Trust Services. Its brochure states two different figures in two different sections for its MRK PARTNERS Program (Merck executives): $2 million in the Advisory Business section versus $250,000 in the dedicated Minimum Account Size section, an internal inconsistency in Wescott’s own filing that this page does not attempt to resolve. The $2,000,000 figure above is Wescott’s flagship Wealth Management Program Services minimum, confirmed consistently in both the fee schedule and the Minimum Account Size section, and is the schedule priced on this firm’s fee page.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Wescott Financial Advisory Group’s own published fee schedule runs $25,000 a year; see the full dollar breakdown from Wescott Financial Advisory Group’s own fee disclosure across several account sizes. Read our full review of Wescott Financial Advisory Group before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Wescott Financial Advisory Group, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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 28, 2026, quoting directly from Wescott Financial Advisory Group’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; 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 ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.