100 Plus Planning fees and pricing
Financial planner in Center Valley, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, 100 Plus Planning charges a flat or project fee of $1,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$6,000
“Fixed project-based fee rates range from $1,000 to $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 100 Plus Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly or quarterly in arrears, depending on the Client’s preference, ranging from $100 to $1800.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Client Engagement Agreement.”
- “Advisor may reduce or waive the initial fee at the Advisor’s discretion. 100+ planning will not bill an amount above $500 for a time period of 6 or more months in advance of delivering the requested services.”
How 100 Plus Planning’s fees compare
- Its flat or project fee of $1,000-$6,000 spans the Pennsylvania median of $3,650. 47% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About 100 Plus Planning
“We offer comprehensive and holistic personal and business financial planning services.”
- Principal: Walter T. Wandall
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, subscription fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329985
- Phone
- (610) 403-9470
Other planners in Center Valley that publish fees
- Shetland Financial, PLLCCenter Valley$200/hr, $1,400
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.