Scott
Michalek
Wescott Financial Advisory Group LLC
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About this Advisor
Scott Michalek is a certified financial planner who works out of Philadelphia, Pennsylvania who has 24 years of relevant experience. Michalek is currently employed by Wescott Financial Advisory Group LLC. They have worked at Wescott Financial Advisory Group Llc for their entire career. Michalek maintains a Series 63 license, designating them as a securities representative, and is approved to advise clients in Pennsylvania. Wescott Financial Advisory Group LLC is a registered investment company that has its headquarters in Philadelphia, PA. It has offices in three locations and a total of 51 advisors. It oversees $3 billion in total assets across its 3,306 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 3,306 accounts, 69% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a wide array 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. A financial advisor's fees usually are based on the type of financial services provided. Fee types billed by Wescott Financial Advisory Group LLC most likely are comprised of some combination 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
Scott Michalek Work History
Scott has been registered as a financial advisor for 24 years.*
Wescott Financial Advisory Group LLC
*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 Scott Michalek 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.
