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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2011
- Office Locations
- 3
Office Locations
About Setarcos Wealth Advisors LLC
Setarcos Wealth Advisors is a fee-only, fiduciary firm (NAPFA) offering tailored investment management and comprehensive financial planning, including tax- and estate-aware guidance and insurance needs analysis. Portfolios are customized to risk and goals, emphasizing diversified, low-cost index approaches with tax-efficient implementation and support for concentrated stock. Remote-first with offices in Philadelphia and Savannah, the team can also manage held-away 401(k) plans via trade-only access; custody often at Schwab.
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Owner & Executives
RICHARD GORDON FAW III
President
- CRD
- #5922307
- Ownership
- 75% or more
STEPHEN ALFRED WAY
Director, PARTNER
- CRD
- #6302406
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,675,224 | $487,665 |
| Non-Discretionary | $0 | -- |
| Total | $111,675,224 | $487,665 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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