Alliance Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $150 and $500.”

Flat or project fee

$250⁠-⁠$10,000

“One Time The negotiated fixed rate for creating client financial plans is between $250 and $10,000.”

Annual fee

$250⁠-⁠$10,000/yr

“Ongoing The negotiated fixed rate for ongoing financial planning services is between $250 and $10,000 annually.”

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

How Alliance Financial bills

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

• “Clients may terminate the agreement without penalty for a full refund of AF's fees within five business days of signing the Investment Advisory Contract.”
• “Therefore, fees will be billed by AF to the client, due upon receipt and as elected within the pension consulting agreement.”
• “Any fees remaining unpaid after 7 thirty (30) days from date of invoice will be due and payable immediately by the plan.”

How Alliance Financial’s fees compare

• Its hourly rate of $150-$500 spans the Pennsylvania median of $250. 72% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Wyomissing that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the Pennsylvania median of $3,650. 63% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• Its annual fee of $250-$10,000 spans the Pennsylvania median of $6,000. 43% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Alliance Financial

• Firm size: 6 employees.
• Founded: 2013 (13 years).

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

1.75% a year

Minimum

$10,000 in assets (stated in brochure)

Clients

652

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$271,808,136

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

319679

Website

alliancefinancialofpa.com (opens in new tab)

Phone

(610) 376-5981

Can advise clients in 5 states: Florida, Louisiana, Nebraska, Pennsylvania, South Carolina

Other planners in Wyomissing that publish fees

• Schuylkill Financial, LLCWyomissing$300/hr
• Van Reed Wealth Management LLCWyomissing$300/hr
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 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

Compare all 4 planners in Wyomissing