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07-02-2025, 11:59 AM
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Sage
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Join Date: Aug 2009
Location: NJ, NM, SC, PA, DC, MD, VA, NY, CA, ID and finally FL.
Posts: 7,905
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Quote:
Originally Posted by JTFitz
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.
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Thank you for this. I now plan to call them. For some reason I am unable to pull up their ADV anymore from the link provided by Pam although I could do so initially. They do look like a good outfit to check out!
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Last edited by manaboutown; 07-02-2025 at 12:07 PM.
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