Sean Mark Roberts
Investment adviser representative at Wescott Financial Advisory Group LLC
35 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Wescott Financial Advisory Group LLCJan 2022 to now
- Asset Planning ServicesAug 1991 to Jan 2022
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wescott Financial Advisory Group LLC
$4.2BAssets managed
787Clients
23Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2186477
- Firm CRD
- 105989