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SL
CFP · ChFC
SL
CFP · ChFC

Scott Levin

Wescott Financial Advisory Group LLC
19 Years of Experience
Harleysville, PA
1 Disclosure
View SEC Summary
View SEC Summary

Scott Levin is a CFP, ChFC-designated registered investment advisor at Wescott Financial Advisory Group LLC, based in Harleysville, PA, with 19 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 787 clients with $4.2B in assets under management.

Wescott Financial Advisory Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
787 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $7.0M0.75%
$7M+0.50%

Standard Wealth Management Program schedule. Minimum annual fee of $25,000 applies. Other specialized programs have different fee schedules, such as the Entrada Management Program at a flat 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

162 Main Street, Harleysville, PA, 19438

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wescott Financial Advisory Group LLC
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Allstate Financial Services, LLCBroker
July 2020 - May 2021 · 10 mos
Allstate Financial Advisors, LLC
July 2020 - May 2021 · 10 mos
Citizens Investment Services
September 2018 - June 2020 · 1 yr 9 mos
Citizens Securities, INC.Broker
September 2018 - June 2020 · 1 yr 9 mos
Cuso Financial Services, L.P.
January 2018 - June 2018 · 5 mos
Cuso Financial Services, L.P.Broker
January 2018 - June 2018 · 5 mos
Wells Fargo Clearing Services, LLCBroker
October 2016 - January 2018 · 1 yr 3 mos
Wells Fargo Clearing Services, LLC
October 2016 - January 2018 · 1 yr 3 mos
PNC InvestmentsBroker
December 2013 - July 2016 · 2 yrs 7 mos
PNC Investments
December 2013 - July 2016 · 2 yrs 7 mos
Mercer Global Advisors INC.
July 2012 - December 2012 · 5 mos
1792 Securities, LLCBroker
January 2012 - June 2012 · 5 mos
Nationwide Securities, LLCBroker
January 2011 - December 2011 · 11 mos
Nationwide Securities, LLC
December 2010 - December 2011 · 1 yr
Constellation Investment Distribution Company INC.Broker
July 2005 - December 2005 · 5 mos
Wilmington Brokerage Services Company
March 2000 - August 2003 · 3 yrs 5 mos
Wilmington Brokerage Services CompanyBroker
October 1999 - August 2003 · 3 yrs 10 mos
Vanguard Marketing CorporationBroker
February 1998 - September 1999 · 1 yr 7 mos
Prudential Securities IncorporatedBroker
February 1997 - February 1998 · 1 yr
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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