Wedmont Private Capital

Wedmont is a flat-fee financial advisory firm that provides private wealth management for high-net-worth investors and families. It was founded in 2020 by former Credit Suisse and Vanguard professionals and works with clients whose portfolios are typically between $1 million and $50 million. Services include comprehensive financial planning, investment management, tax planning, retirement planning, trusts and estates, and insurance and risk management.

Wedmont charges a standard fixed annual fee of $15,000 rather than a percentage of assets, and the firm states that its advisors act as fiduciaries. Clients are served largely through a virtual model across many states, and prospective clients can request a confidential introductory consultation. The firm's office is at 26 South Church Street in West Chester, Pennsylvania.