WESFAIR ADVISORY GROUP, INC.

Overview

Wesfair Advisory Group, Inc. is an independent registered investment adviser that focuses on serving individuals and families with financial planning and portfolio management. The firm provides both advisory and consulting services across client types, including portfolio management for individuals and small businesses, services for businesses or institutions, and pension consulting. Its fee model is a mix of percentage-of-AUM billing plus hourly and fixed-fee arrangements, which supports plan-based engagements as well as ongoing asset management. Investment activity shows a clear tilt toward equities as the primary allocation focus. The firm favors exchange-traded instruments for core exposure while supplementing client portfolios with mutual funds and annuities where appropriate. Wesfair also works with third-party alternative managers to place client capital into private placements and real estate opportunities when those options fit client objectives. The firm custodians assets at Charles Schwab & Co., Inc., which is the conduit for their listed-equity and ETF positions.

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Public Holdings

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Location & Offices