Fee only financial advisors in Berwyn, Pennsylvania: hourly and flat fee prices

8 registered advisers based in Berwyn offer financial planning for an hourly, fixed or subscription fee, with no commissions.

6 of the 8 fee only firms based in Berwyn publish dollar fees. Their median hourly rate is $413 and their median flat or project fee is $11,000. Updated October 2026.

What advisors in Berwyn charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$413/hr$325⁠-⁠$500/hr4 firms
Flat or project fee$11,000$2,750⁠-⁠$27,5003 firms
Annual retainer$3,000/yr$2,500⁠-⁠$5,000/yr3 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Berwyn and their published fees

6 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Ellis Investment Partners, LLC$150⁠-⁠$500/hr$500⁠-⁠$5,000Not published
Goal Quest Advisors, LLC$200/hrNot published$3,000/yr
Great Valley Advisor Group, LLCNot publishedNot published$2,500/yr
K Wealth Advisors$500/hrNot publishedNot published
Sterling Investment Advisors LTD.Not published$2,000⁠-⁠$20,000Not published
Trinity Wealth Management, LLC$500/hr$5,000⁠-⁠$50,000$5,000/yr
Other registered firms that don't publish dollar fees (2)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in Pennsylvania