Michele
Hewitt
Wescott Financial Advisory Group LLC
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About this Advisor
Michele Hewitt is a financial advisor working out of Philadelphia, Pennsylvania with a total of 1 year of relevant experience. Hewitt is on the advisory team at Wescott Financial Advisory Group LLC. Throughout their career, Hewitt has worked at Asset Planning Services and Wescott Financial Advisory Group. Hewitt is able to advise clients in Pennsylvania and Texas. Wescott Financial Advisory Group LLC is a business based out of Philadelphia, PA. The firm has offices in three locations and a total of 51 employees. It controls $3 billion in assets among its 3,306 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 3,306 accounts, 69% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors are based on which service is provided. However, fee types charged by Wescott Financial Advisory Group LLC most likely include some blend of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Wescott Financial Advisory Group LLC Brokerage Details
$3,386,326,881
51
3,306
$1,024,297
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Michele Hewitt Work History
Michele has been registered as a financial advisor for 1 years.*
Wescott Financial Advisory Group
Asset Planning Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michele Hewitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wescott Financial Advisory Group LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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