Advisor at Wexford Wealth Advisors LLC
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Firm
Wexford Wealth Advisors LLC
Location
Wexford, PA 15090
Credentials
Series 66
Industry experience
14 years
Curtis Pritchard is a financial advisor with Wexford Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Janney Montgomery Scott LLC. In addition to advisory services, he is also licensed to provide insurance sales on a limited basis. Wexford Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business-sponsored pension and profit-sharing plans. The firm employs a customized, long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, with selective use of individual securities, and provides ongoing fiduciary oversight and integrated financial planning.
Based on Wexford Wealth Advisors LLC
Based on Wexford Wealth Advisors LLC
Fixed fees for financial planning based on estimated hours; invoiced quarterly in advance.
$0 - $249,999: 1.50% annually $250,000 - $499,999: 1.25% annually $500,000 - $1,999,999: 1.00% annually $2,000,000 - $3,999,999: 0.75% annually $4,000,000+: 0.50% annually
Up to $300/hour for financial planning services.
Fee-only: Financial planning fees billed hourly up to $300/hour or fixed fees based on total hours; waived if client uses investment management services.
11676 Perry Highway, Suite 2103
Wexford, PA 15090
Pennsylvania · Texas
Wexford Wealth Advisors LLC
2017 - Present (9 years)
Janney Montgomery Scott
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
Wexford, PA
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