Webster Wealth Advisors, Inc.

Webster Wealth Advisors provides financial planning and advisory services to individuals, high-net-worth clients, charitable institutions, foundations, endowments, and other U.S. corporations. The firm prepares written financial plans covering topics such as business and succession planning, cash-flow and budgeting, education and retirement income planning, portfolio analysis, estate planning, and tax coordination, and it does not custody or directly manage client assets or operate a wrap-fee program.

The firm’s process begins with a formal consultation to collect financial, tax and risk information and results in a deliverable financial plan; clients may engage the firm for periodic updates or elect to implement recommendations through external providers. Webster discloses and documents rollover and retirement-plan advice consistent with ERISA fiduciary standards and describes potential conflicts when advisors assist with implementation through third-party broker/dealers.

Distinctive features include its corporate ownership structure—the firm is a wholly owned subsidiary of a bank—and its use of fixed-fee and hourly billing rather than a percentage-of-assets model, which it does not employ. Advisors spend the large majority of their time operating as registered representatives on an independent broker/dealer platform, a relationship that provides implementation resources and creates disclosed economic incentives.