Westward Planning Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Westward Planning Group serves individuals, families and small businesses, and states an explicit willingness to work with people who feel left out of the financial services conversation. The firm provides comprehensive financial planning and both discretionary and non‑discretionary portfolio management, and it also conducts a separate consulting practice advising employers on self‑funded health plans.
The advisor follows an asset‑allocation based approach that emphasizes cost control and market participation, favoring index mutual funds and ETFs and regular quarterly reviews following a multi‑meeting onboarding process with access to an online account aggregation portal. Westward Planning Group may recommend a sub‑advisor, First Affirmative Financial Network, for certain managed strategies and impact‑focused preferences while retaining ongoing monitoring responsibility.
Compared with many independent solo advisers, the firm does not rely primarily on percentage‑of‑assets fees and instead uses an ongoing flat fee structure for planning and investment services. The firm’s profile is also notable for its non‑investment affiliations and activities: the principal earns per‑participant consulting fees and legacy renewal commissions related to self‑funded health plans (he no longer holds an active insurance license as of March 2026), and the firm offers educational seminars to groups including college and professional athletes, sometimes on a pro‑bono basis.
Client services
Expertise
Demographic focus
Fee options
One-time onboarding fee of $1,500; educational seminars generally $300 per seminar
$0 - $2,000,000: 0.36% $2,000,001 - $10,000,000: 0.31% $10,000,001 - $20,000,000: 0.26% $20,000,001+: 0.26%
$250 per hour for financial planning, minimum 1 hour
Monthly fee of $300 for combined financial planning and investment management services (range $250-$400); limited scope engagements and online account aggregation platform fees up to $150 per month
Fee-only: Financial planning and investment management services at $300 per month (range $250-$400), plus a one-time onboarding fee of $1,500; hourly financial planning at $250/hour with 1 hour minimum; limited scope engagements and online account aggregation platform fees up to $150/month; educational seminars generally $300 per seminar.
Main office
Narberth PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
1294 Montgomery, LLC · Westward Planning Group
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
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