46 Peaks Investment Advisory Group fees
Financial planner in Newtown, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 20, 2026, 46 Peaks Investment Advisory Group (Newtown, PA) charges a flat or project fee of $1,000-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change.
- Flat or project fee
- $1,000-
$5,000 Runs from below the Pennsylvania median of $4,000 to above it.
“Discovery Analysis For our "Discovery Analysis" Service, we charge a fixed fee ranging between $1,000 and $5,000 for the discovery analysis service.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
- Registered since
- 2020 (6 years)
How 46 Peaks Investment Advisory Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In such cases, we will notify you in advance and request that you approve the additional fee.”
- “Annual retainer fees are billed and payable quarterly in advance.”
- “If the services are terminated at any time in the middle of a quarter for which the fee has been paid in advance, you will receive a pro-rata refund of the fee paid for the period of time following the termination of our services.”
About 46 Peaks Investment Advisory Group
- Principal: Louis Fancher III
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Estate planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 135
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $272 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 20, 2026
- CRD number
- 306902 (opens in new tab)
- Phone
- (215) 497-8310
Registered or notice filed in 5 states: Florida, New Jersey, New York, Pennsylvania, Texas
Other planners in Newtown that publish fees
- Crossgate Wealth Advisors, LLCNewtownHourly $250/hr, Flat $2,500-$5,000
- Innova Wealth Partners, LLCNewtownFlat $500-$10,000, Monthly $1,000-$2,000/mo
- KEJ Financial AdvisorsNewtownHourly $325/hr, Flat from $2,000
- Towercrest Capital Management, LLCNewtownHourly $300/hr
More planners in Pennsylvania that publish fees
- Alegre Wealth Management, LLCRadnorFlat $5,000-$7,500, Quarterly $2,500-$5,000/qtr
- Barnstone Advisors LLCPhoenixvilleHourly $200/hr
- Emancipare Investment AdvisorsEastonHourly $199/hr, Flat $699
- River Wealth Advisors LLCCamp HillHourly $150-$300/hr
- Courtside Wealth Partners LLCBlue BellMonthly $750/mo
- Axiom Investment Solutions LLCDoylestownHourly $100/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.