Wexford Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,396,356
Clients
129
Advisors
1
of 1 employees
About
Wexford Wealth Advisors is an independent, single-advisor registered investment adviser that serves individuals, high‑net‑worth clients, trusts and estates, and — less commonly for firms of its type — corporate and pension/profit‑sharing plan sponsors. It offers discretionary investment management, financial planning and retirement plan advisory services tailored to each client type.
The firm emphasizes customized, fundamentally driven portfolios built primarily with low‑cost mutual funds and ETFs while also using individual stocks, bonds and options or retaining legacy holdings when appropriate. Wexford sponsors its own Wexford Wrap Fee Program, which bundles transaction, custodial and administrative costs into a single asset‑based fee for participating accounts.
Compared with many solo independent advisors, Wexford’s practice includes retirement plan consulting and ERISA fiduciary/3(21) investment oversight services — including vendor analysis, IPS design and participant education tracking — and it works with corporate plan sponsors in addition to individual clients. The firm also discloses that the principal is a licensed insurance professional whose insurance sales are separate from advisory services, a relationship the brochure identifies as a potential conflict of interest to be managed.
Client services
Expertise
Fee options
Fixed fees for financial planning based on estimated hours; invoiced quarterly in advance.
$0 - $249,999: 1.50% annually $250,000 - $499,999: 1.25% annually $500,000 - $1,999,999: 1.00% annually $2,000,000 - $3,999,999: 0.75% annually $4,000,000+: 0.50% annually
Up to $300/hour for financial planning services.
Fee-only: Financial planning fees billed hourly up to $300/hour or fixed fees based on total hours; waived if client uses investment management services.
Main office
11676 Perry Highway, Suite 2103
Wexford PA 15090
Advisors at this office
1
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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