Wesh Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,504,755
Clients
17
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
$147,339
About
Wesh Financial provides comprehensive financial planning and ongoing investment management to individuals, high‑net‑worth clients, and small businesses, and also offers services for employee benefit plans and other pooled accounts. The firm’s brochure uses DBAs that indicate a niche focus on travel nurses and it includes related services such as tax-preparation support and plan consulting as part of its advisory offering.
The firm primarily practices passive investment management, constructing diversified portfolios with index mutual funds and ETFs and managing accounts on a discretionary or non‑discretionary basis guided by client‑specific investment policy statements. Clients can engage through a variety of arrangements — including AUM management, hourly or fixed-fee planning, and a subscription/retainer that provides monthly updates and ongoing advisor access — and accounts receive regular (quarterly) reviews.
Compared with similarly sized independent advisers, Wesh Financial’s business lines include several less-common activities: stewardship of pooled and institutional assets via employee benefit plan services, regular educational seminars and paid public speaking engagements, and a subscription model that provides periodic updates to clients. The firm also operates with a niche outreach and offers occasional pro‑bono seminars, reflecting a mix of institutional, occupational, and consumer-facing services not typical among many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee $500–$2,500 per engagement for standalone financial plan development and other defined-scope projects
$0 - $500,000: 2.00% per annum $500,000+: 0.75% per annum
Hourly financial planning fees range from $150–$300 per hour
Subscription/retainer fee for ongoing comprehensive financial planning $197–$227 per month
Minimum fee: Minimum annual retainer of $3,600 for individuals and $5,000 for couples (paid monthly in advance) Fee-only: Comprehensive financial planning monthly subscription/retainer fee $197–$227 per month; Hourly financial planning range $150–$300 per hour; Fixed fees $500–$2,500 per engagement
Main office location
Wesh Financial
413 Central Avenue, Unit 8 236
Pawtucket RI 02861, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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