Westminster Financial Advisory Corp logo

Westminster Financial Advisory Corp

Updated today

Total assets under management

$1,361,688,522

Total clients

1,935

16% high-net worth

Total advisors

43

of 43 employees

Firm size

Multi Team

Average clients per advisor

45

Average account size

$703,715

About

Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals and families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm engages prospective clients through a pre-advisory consultation and offers comprehensive advice that can include retirement planning, insurance reviews, and 401(k) recommendations alongside portfolio management.

The firm’s investment approach centers on strategic asset allocation across multiple asset classes with tactical overlays informed by cyclical economic, interest rate, and market analysis. It primarily employs a buy-and-hold framework with periodic rebalancing, discretionary trading authority, and occasional use of option strategies such as covered calls and cash- or naked-put positions to enhance or hedge portfolios.

Westminster is part of a broader Westminster Financial Companies group and discloses affiliated broker-dealer and insurance activities: it uses Westminster Financial Securities, Inc. for brokerage and Westminster Financial Agencies, Inc. for insurance, and some investment adviser representatives are also registered representatives who may receive commissions or trailing compensation. The firm also maintains a contractual arrangement with a major clearing custodian that includes upfront and ongoing payments and potential termination fees, which the brochure identifies as creating incentives to maintain custody and certain product holdings.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management

Occupation focus

Founder/Business Owner Retired Executive

Demographic focus

Approaching retirement Married/Couples/Partners

Fee options

Percentage

Negotiable up to 2.5% annually

Commissions

Commission and/or service fees for trades executed in client accounts; fees are negotiable and vary by client, account, and advisor.

Main office location

Westminster Financial Advisory Corp

50 Chestnut Street, Suite A 400

Beavercreek OH 45440, United States

Number of offices

21

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Peter B

Series 66

Onalask, WI

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Thomas L

Series 63, Series 65, Series 66

Andover, MA

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Kirk S

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Vivienne N

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Alexandra M

Series 63, Series 65

Beavercreek, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Donald B

Series 63, Series 65

Osprey, FL

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Jessica T

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

John O

Series 63, Series 65

Brookfield, CT

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Edward L

Series 66

Miami, FL

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Kenneth W

Series 63, Series 65

Beavercreek, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Hans G

Series 66

Westlake, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Kyle C

Series 66

Brecksville, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Ryan S

Series 63, Series 65

Westlake, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Jessica D

CFP®, Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
user avatar

Morgan B

Series 66

Beavercreek, OH

Westminster Financial Advisory Corp

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
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