We recently came across this post and wanted to provide some feedback based upon first-hand experience with WCP. We have been clients of WCP for many years working closely with Cortie Wetherill and very satisfied with their services, both in comprehensive financial planning and investment management. We compensate them under an AUM structure, but I am 100% certain that they offer standalone financial planning at a flat fee. I have shared this thread with them and they confirmed this to be true. WCP did acknowledge that their CRS and ADV filings may not have specified a flat fee service at the time of this inquiry, but have assured me that they are current.
WCP have a deep and strong team of professionals based out of Philadelphia but also with office space and employees in Florida.
Quote:
Originally Posted by manaboutown
I dug into her background and read more info on her primary referrals. They may be OK for someone else but not for me so I am going to pass. Sigh!
As an example sample.
"WCP’s focus is on providing comprehensive financial planning and asset management services to
clients in accordance with each individual client’s needs. WCP does not offer financial planning as a
standalone service."
So much for a supposedly fee only financial planner which I had indicated is what I wanted in my info.
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