Alegre Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$7,500

“Fixed fee rates range from $5,000 to $7,500.”

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

How Alegre Wealth Management, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in arrears, ranging from $2,500 to $5,000.”

How Alegre Wealth Management, LLC’s fees compare

• Its flat or project fee of $5,000-$7,500 is above the Pennsylvania median of $3,650. 72% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Radnor that publish a flat or project fee charge less.

About Alegre Wealth Management, LLC

• Principal: Albania Espinal
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338713

Website

alegrewealth.com (opens in new tab)

Phone

(610) 410-9440

Other planners in Radnor that publish fees

• Clearview Financial PartnersRadnor$300/hr
• Godshalk Welsh Capital Management, Inc.Radnor$200/hr, $1,000⁠-⁠$5,000
• TGS Financial AdvisorsRadnor$3,500, $1,750/qtr
• Traverse Private WealthRadnor$250/hr
• Truewealth SolutionsRadnor$1,500⁠-⁠$7,000, $500⁠-⁠$800/qtr

Compare all 11 planners in Radnor