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Rebecca Iacopelli

Wescott Financial Advisory Group LLC

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About Rebecca Iacopelli

Rebecca Iacopelli is an investment advisor representative registered in Pennsylvania, New Jersey, and Texas. Rebecca holds the Series 65 license. Rebecca is a Certified Financial Planner™. Rebecca works at Wescott Financial Advisory Group LLC. The firm is based in Philadelphia, Pennsylvania and provides a variety of services including financial planning, asset allocation, family office solution services, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. The firm has a history of working with individuals, businesses, and charitable organizations.

Firm Information

Rebecca Iacopelli is currently registered with Wescott Financial Advisory Group LLC. Wescott Financial Advisory Group LLC is an investment advisor based in Philadelphia, Pennsylvania. The firm provides financial planning, pension consulting, and asset allocation services to individuals, families, corporations, trusts, endowments, foundations, and retirement plans. They have over $3.4 billion in regulatory assets under management.
Wescott Financial Advisory Group LLC

30 SOUTH 17TH STREET

PHILADELPHIA, PA 19103-4196

$3.48B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation, family office solution services

Asset allocation, family office solution services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rebecca Iacopelli’s Registration & Firm History

PA

01/13/2022 - Present

Wescott Financial Advisory Group LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 01/27/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Iacopelli.
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