Rebecca Iacopelli
Investment adviser representative at Wescott Financial Advisory Group LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Wescott Financial Advisory Group, LLCMay 2021 to now
- H&h Retirement Design and Management, Inc.Dec 2020 to Apr 2021
- MyfinancialanswersApr 2020 to Dec 2020
- UnemployedDec 2019 to Apr 2020
- Facet WealthSep 2019 to Dec 2019
- Main Street Financial Life AdvisorsSep 2016 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
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
- 6563526
- Firm CRD
- 105989