Richard
Volpe
Wescott Financial Advisory Group LLC
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About this Advisor
Richard Volpe is a certified financial planner and chartered financial consultant based in Philadelphia, Pennsylvania with 1 year of relevant experience. Volpe is on the advisory team at Wescott Financial Advisory Group LLC. Throughout their career, Volpe has worked at Wescott Financial Advisory Group LLC and Asset Planning Services, LTD. Volpe maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania and Texas. Wescott Financial Advisory Group LLC is a firm that has its headquarters in Philadelphia, PA. The firm has offices in three locations and a total of 51 advisors. It oversees $3 billion in total assets across its 3,306 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 13 charitable organizations. Of its 3,306 client accounts, 69% belong to high-net-worth investors who have greater than $1 million in assets. Wescott Financial Advisory Group LLC has a number of services, such as 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. Financial management fee schedules largely depend on which services the firm provides the client. Fees charged by Wescott Financial Advisory Group LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
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
Richard Volpe Work History
Richard has been registered as a financial advisor for 1 years.*
Wescott Financial Advisory Group LLC
Asset Planning Services, LTD
*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 Richard Volpe 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
