Billy Webster Jr.
Advisor at Wharton Business Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wharton Business Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wharton Business Group, LLC
Location
Malvern, PA 19355
Credentials
Series 63
Industry experience
33 years
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.
Based on Wharton Business Group, LLC
Based on Wharton Business Group, LLC
Retirement plan consulting fixed fee range: $5,000 - $100,000; Financial planning fixed fees generally range from $750 to $8,500.
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
Retirement plan consulting hourly fee range: $50 - $300 per hour; Financial planning hourly fee: $175 - $325 per hour.
Fee-only: Financial planning fixed fees generally range from $750 to $8,500; hourly fees from $175 to $325 per hour.
110 N. Phoenixville Pike, Suite 300
Malvern, PA 19355
Pennsylvania
Wharton Business Group, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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