Wharton Business Group, LLC

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Client assets under management

$3,728,419,325

Clients

100

78% high-net-worth

Advisors

of 5 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

Very Low

Average account size

$37,284,193

About

Wharton Business Group provides discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. Its retirement plan services include ERISA‑focused consulting such as investment policy development, plan fee reviews, participant education, and acting as a liaison with trustees, custodians and other third‑party providers.

The firm generally allocates client assets across individual equities, fixed income, mutual funds and ETFs and applies charting, fundamental and technical analysis with both long‑ and short‑term purchase strategies. Wharton Business Group also reports using artificial intelligence tools for meeting note‑taking and data aggregation to support operations, noting safeguards such as discarded audio, restrictions on model training with client data, and human review of outputs.

Distinctive features disclosed in the brochure include that certain representatives are licensed insurance agents who may recommend commission‑based insurance products, and that the firm’s principals serve as general partners and investors in private investment vehicles (for example, SWR Acquisition LLC and Irish Whiskey Ventures entities), with such investments handled on a non‑discretionary basis and disclosed as conflicts. The firm is owned by Alera Group Inc. and manages several billion dollars with a small advisory team (three advisors serving roughly 100 clients), a profile that results in relatively high assets under management per advisor compared with many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

Fee options

Fixed

Retirement plan consulting fixed fee range: $5,000 - $100,000; Financial planning fixed fees generally range from $750 to $8,500.

Percentage

Less than $2,000,000 - $2,000,000: 0.50% $2,000,001 - $10,000,000: 0.375% - 0.50% $10,000,001 - $20,000,000: 0.30% - 0.375% Over $20,000,000+: Negotiable

Project-based

Retirement plan consulting hourly fee range: $50 - $300 per hour; Financial planning hourly fee: $175 - $325 per hour.

Other

Fee-only: Financial planning fixed fees generally range from $750 to $8,500; hourly fees from $175 to $325 per hour.

Main office location

Wharton Business Group, LLC

110 N. Phoenixville Pike, Suite 300

Malvern PA 19355, United States

Number of offices

Most active in

Florida · Nebraska · New Hampshire · New Jersey · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 484-327-8262

Advisors at this firm

Marc H

Series 63

Malvern, PA

Wharton Business Group, LLC

Marc Hembrough is a financial advisor with Wharton Business Group, LLC, holding a Series 63 designation and bringing 19 years of industry experience. He has been with Wharton Business Group since 2009 and has also worked with Principal Life Insurance Company since 1992. Outside of his advisory role, Hembrough is the owner and board member of Roberts One on One Fitness Studio in Malvern, PA. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning to individuals, high-net-worth clients, and institutional entities. The firm customizes asset allocations based on client objectives and employs a combination of fundamental, technical, and charting analysis in its investment strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

Matthew D

Series 63, Series 65

Malvern, PA

Wharton Business Group, LLC

Matthew Delaney is a financial advisor with Wharton Business Group, LLC in Malvern, PA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Wharton Business Group since 2009. In addition to his advisory role, he offers insurance products as an independent insurance agent. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and standalone financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes asset allocations based on client objectives and utilizes fundamental, technical, and charting analysis in its investment approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

Billy W

Series 63

Malvern, PA

Wharton Business Group, LLC

Billy Webster is a financial advisor at Wharton Business Group, LLC in Malvern, PA, with 33 years of industry experience. He has been with Wharton Business Group since 2009 and holds a Series 63 designation. Wharton Business Group provides discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored asset allocations and a variety of investment strategies, serving approximately 106 client relationships with a small advisory team.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

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