Philadelphia, PA Chestnut Street Office

Setarcos Wealth Advisors provides discretionary investment advisory and portfolio management services to individual and high net worth clients, and offers financial planning and consulting in connection with its investment services. Portfolios are constructed using diversified mutual funds and ETFs and, where appropriate, individual stocks, bonds, options, alternative investments, or allocations to unaffiliated independent managers.

The firm’s investment process is grounded in fundamental analysis with a predominantly long‑term orientation while allowing shorter‑term trades for rebalancing or cash needs; client relationships feature ongoing personal contact and formal reviews at least annually. Setarcos generally manages accounts on a discretionary basis, bills advisory fees quarterly in arrears, and typically recommends Charles Schwab as custodian through an institutional advisor platform.

Notably, the firm documents and offers educational and public speaking engagements—priced on a fixed‑fee basis from pro bono to $5,000 plus travel—which is an uncommon service among peers. It recently transitioned to SEC registration, has begun leveraging independent managers for portions of client portfolios, and manages roughly $111.7 million for a relatively small client base, a structure that shapes how it delegates investment implementation and oversight.