August Wealth Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$47,600,000
Clients
60
Advisors
2
across 2 offices
About
August Wealth Group, Inc. works with individuals, families, trusts and foundations, providing investment management and financial planning services. The firm manages client portfolios on a discretionary basis and documents each client’s goals, risk tolerance and constraints in an Investment Policy Statement.
Portfolios are customized to client objectives and generally use mutual funds and exchange-traded funds, though individual stocks and bonds may be used as appropriate; the firm emphasizes ongoing monitoring and a minimum mid-to-long-term outlook. Clients receive periodic reporting and, for those in investment management, financial planning services are provided as part of the advisory relationship.
Compared with many supported peers, August Wealth Group is a relatively small advisory business managing roughly $48.9 million with two advisors, and it discloses an uncommon affiliation with insurance activities: a licensed insurance agent at the firm sells commissionable life insurance and the firm describes procedures to disclose and review those recommendations. The advisory team includes CFP® professionals and the firm maintains an institutional custodial relationship with Charles Schwab for access to specialized research and operational services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% Annually $1,000,000 - $5,000,000: 0.80% Annually $5,000,000+: 0.60% Annually
$150 per hour for financial planning services only
Account minimum: $100,000
Main office
See officeBristol ME
Advisors at this office
1
Most active in
Arizona · Colorado · Maine · Texas
Also doing business as
August Group · August Group, Inc. · August Wealth Group · August Wealth Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Davis W
CFP®, Series 63
Phoenix, AZ
August Wealth Group, Inc.
Davis Westfield is a CFP® professional with five years of industry experience, currently serving as an advisor at August Wealth Group, Inc. Prior to joining the firm, he worked at Fidelity Investments and has held roles in various other industries including food delivery. Outside of his advisory work, he also engages in food delivery through DoorDash. August Wealth Group, Inc. provides investment management and financial planning services to individuals, families, trusts, and foundations. The firm customizes portfolios primarily using mutual funds and ETFs, applies a mid-to-long-term investment outlook, and offers ongoing portfolio monitoring along with periodic reporting.
William W
CFP®, Series 63
Bristol, ME
August Wealth Group, Inc.
William Westfield is a CFP® professional with 18 years of industry experience. He has been with August Wealth Group, Inc. since 2009. Westfield is also a licensed insurance agent. August Wealth Group, Inc. provides investment management and financial planning services to individuals, families, trusts, and foundations. The firm customizes portfolios based on client objectives and maintains a discretionary management approach with ongoing monitoring, primarily using mutual funds and ETFs.
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