Wesfair Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wesfair Advisory Group, Inc. provides portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations and business entities. The firm also continues to provide tax preparation services on a limited, grandfathered basis to a small number of existing clients while offering ongoing monitoring and reporting typical of fee-based advisory relationships.
The firm prepares individualized Investment Policy Statements and uses a mix of charting, fundamental, modern portfolio theory, quantitative and technical analysis implemented through a long‑term trading approach. Wesfair operates primarily on a non‑discretionary basis and does not exercise investment discretion over client accounts, so investment actions generally require client authorization and its reported AUM is almost entirely non‑discretionary.
Wesfair maintains affiliations that are uncommon for firms of its size: its advisors are licensed insurance agents and the firm is affiliated with an insurance agency, and it has previously operated an affiliated tax entity and now limits tax preparation directly to existing clients—relationships the firm discloses as potential conflicts and manages. As a small, SEC‑registered adviser with a compact advisory team and a limited client roster, it emphasizes quarterly reviews and institutional custody arrangements in its documented policies.
Client services
Expertise
Fee options
Fixed fees for financial planning between $250 and $5,000; fixed fees for pension consulting plans between $1,000 and $30,000.
$0 - $1,000,000: 0.60% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.35% $10,000,001 - Over: 0.30%
Possible commission from sale of insurance products by firm principals as licensed insurance agents; conflicts disclosed.
Financial planning hourly fees negotiated between $100 and $400 per hour.
Minimum fee: Minimum earned advisory fee of $2,500 annually for portfolio management Fee-only: Fee-only compensation based on asset management and consulting fees; no commissions accepted for sale of investment products.
Main office
480 Bedford Road
Chappaqua NY 10514
Advisors at this office
2
Most active in
New York
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Jacob H
Series 65
Chappaqua, NY
Wesfair Advisory Group, Inc.
Jacob Hadad is a Series 65 licensed financial advisor with Wesfair Advisory Group, Inc. in Chappaqua, NY, with five years of industry experience. Prior to his current role, he spent five years at Apollo Global Management, LLC. He is also President of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and serves as Vice President and co-owner of Wesfair Agency, Inc., a licensed insurance agency. Wesfair Advisory Group, Inc. offers portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a long-term trading approach based on a combination of charting, fundamental, modern portfolio theory, quantitative, and technical analysis, primarily operating on a non-discretionary basis.
Daniel G
Series 65
Chappaqua, NY
Wesfair Advisory Group, Inc.
Daniel Griffin is a financial advisor at Wesfair Advisory Group, Inc. with five years of industry experience. He holds a Series 65 credential and has held leadership roles at Wesfair Advisory Group and affiliated entities since 2014. Outside of advising, he is co-owner of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and owner of Wesfair Agency, Inc., a property casualty insurance firm. Wesfair Advisory Group provides portfolio management, pension consulting, and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing individualized investment strategies and quarterly reviews, and maintains affiliations with licensed insurance and tax services.
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