Vesta FinancialCare
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,171,111
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
72% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$1,366,844
About
Vesta FinancialCare provides personalized investment management and advisory services to individuals, trusts, estates and charitable organizations, and also offers daily money management and planning and analysis services. The firm manages roughly $34 million for a small client base and operates as a division of a corporate financial management firm that also provides CFO services to nonprofit and for‑profit entities.
The firm applies a fiduciary-oriented, asset-allocation approach supported by web-based fiduciary analytics and quantitative due‑diligence screens, emphasizing low‑cost, primarily index mutual funds (favoring Vanguard), diversification, and periodic rebalancing. It generally maintains passive, long‑term allocations while supplementing portfolios with specific fixed‑income securities for laddering and cash needs, and it manages both discretionary and non‑discretionary accounts.
Distinctive for a solo independent adviser, Vesta works with charitable institutions, foundations and endowments in addition to individual clients, reflecting its broader institutional and CFO advisory background. The firm typically charges an annualized retainer or fixed fees and offers setup and hourly planning engagements rather than relying on a percentage‑of‑assets fee model, and it keeps a small, closely managed client roster.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Passive / index investing
Income planning
Fee options
Setup Service one-time fee typically ranges between $1,000 and $2,500; Stand-alone financial plan fee typically ranges between $3,000 and $5,000
$200 per hour
Minimum fee: Annual retainer fee typically ranges between $4,000 and $12,000 annually ($1,000 to $3,000 quarterly) Fee-only: Fixed annual retainer fees and hourly fees
Main office location
Vesta FinancialCare
1735 Market Street, Suite A 419
Philadelphia PA 19103-7588, United States
Number of offices
2
Most active in
Vesta FinancialCare has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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