Wesfair Advisory Group, Inc.

Overview

Wesfair Advisory Group, Inc. is an independent, individually owned registered investment adviser that serves high-net-worth individuals and families. The firm combines financial planning with portfolio management for individuals, small businesses and institutional clients, and it lists pension consulting among its advisory activities. Its revenue model includes percentage-of-AUM fees as well as hourly and fixed-fee engagements. Wesfair also identifies accounting and insurance company affiliations in its business mix and does not identify as an active ESG investor.

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Public Holdings

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Location & Offices