Wexford Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$68,919,557
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
129
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
129
Average account size
$534,260
About
Wexford Wealth Advisors is an independent, single-advisor registered investment adviser that serves individuals, high‑net‑worth clients, trusts and estates, and — less commonly for firms of its type — corporate and pension/profit‑sharing plan sponsors. It offers discretionary investment management, financial planning and retirement plan advisory services tailored to each client type.
The firm emphasizes customized, fundamentally driven portfolios built primarily with low‑cost mutual funds and ETFs while also using individual stocks, bonds and options or retaining legacy holdings when appropriate. Wexford sponsors its own Wexford Wrap Fee Program, which bundles transaction, custodial and administrative costs into a single asset‑based fee for participating accounts.
Compared with many solo independent advisors, Wexford’s practice includes retirement plan consulting and ERISA fiduciary/3(21) investment oversight services — including vendor analysis, IPS design and participant education tracking — and it works with corporate plan sponsors in addition to individual clients. The firm also discloses that the principal is a licensed insurance professional whose insurance sales are separate from advisory services, a relationship the brochure identifies as a potential conflict of interest to be managed.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Active portfolio management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
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.
Main office location
Wexford Wealth Advisors LLC
11676 Perry Highway, Suite 2103
Wexford PA 15090, United States
Number of offices
2
Most active in
Wexford Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
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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