2ND Story Wealth Planners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400.”

Flat or project fee

$3,000⁠-⁠$6,000

“Arrangements Fixed fees range from $3,000 - $6,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 2ND Story Wealth Planners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid quarterly in advance, ranging from $1,000 - $2,000.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 2ndSWP collects an initial fee, no greater than $2,000.”
• “This fee is negotiable, and is paid quarterly in advance based on the value of Client’s account(s) as of the last day of the prior billing period.”

How 2ND Story Wealth Planners’ fees compare

• Its hourly rate of $400 is above the Pennsylvania median of $250. 83% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$6,000 spans the Pennsylvania median of $3,650. 55% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About 2ND Story Wealth Planners

• Principal: Nicole Carson
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

42

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$5,489,419

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325409

Website

instagram.com/2nd_storywealth (opens in new tab)

Phone

(215) 714-7144

Can advise clients in 2 states: Maryland, Pennsylvania

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 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
• Addis & Hill, IncorporatedWayne$900, $5,000/yr

Compare all 621 planners in Pennsylvania