Richard Volpe
Richard Volpe is a CFP, ChFC-designated registered investment advisor at Wescott Financial Advisory Group LLC, based in Harleysville, PA, with 35 years of industry experience. Richard 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $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
Location
162 Main Street, Harleysville, PA, 19438
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is a shareholder and President of Anterian Holdings, Ltd., a holding company that receives income from units of Wescott Financial Advisory Group. He also owns Evergreen Homestead 1816, LLC, a rental real estate company, dedicating a few hours per week to landlord responsibilities.
Employment History
Current Registrations
Wescott Financial Advisory Group LLC
Previous Registrations
Asset Planning Services LTD.
State Registrations2 states
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
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