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Billy Webster Jr.

Advisor at Wharton Business Group, LLC

Updated today
Wharton Business Group, LLC logo

Firm

Wharton Business Group, LLC

Location

Malvern, PA 19355

Credentials

Series 63

Industry experience

33 years

About

Billy Webster is a financial advisor at Wharton Business Group, LLC in Malvern, PA, with 33 years of industry experience. He has been with Wharton Business Group since 2009 and holds a Series 63 designation. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored asset allocations and a variety of investment strategies, serving approximately 106 client relationships with a small advisory team.

Client services

Based on Wharton Business Group, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Wharton Business Group, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

Fee options

Fixed

Retirement plan consulting fixed fee range: $5,000 - $100,000; Financial planning fixed fees generally range from $750 to $8,500.

Percentage

Less than $2,000,000 - $2,000,000: 0.50% $2,000,001 - $10,000,000: 0.375% - 0.50% $10,000,001 - $20,000,000: 0.30% - 0.375% Over $20,000,000+: Negotiable

Project-based

Retirement plan consulting hourly fee range: $50 - $300 per hour; Financial planning hourly fee: $175 - $325 per hour.

Other

Fee-only: Financial planning fixed fees generally range from $750 to $8,500; hourly fees from $175 to $325 per hour.

Location

110 N. Phoenixville Pike, Suite 300

Malvern, PA 19355

Most active in

Pennsylvania

Work history

Wharton Business Group, LLC

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Chadds Ford, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Private / alternative investments Active portfolio management Options & derivatives strategies
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