Alvin Clay Financial Advisors, LLC fees
Financial planner in Jenkintown, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Alvin Clay Financial Advisors, LLC (Jenkintown, PA) charges a flat or project fee from $3,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Flat or project fee
- From $3,000
Starts at $3,000; the Pennsylvania median is $4,000.
“Adviser's fees for financial consulting services are fixed advisory fees that typically start at $3,000 and are dependent on the facts and circumstances of engagement.”
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
How Alvin Clay Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our Advisory Fee is negotiable, depending on individual client circumstances.”
- “Advisory fees that you pay to the third party investment advisers are established and payable in accordance with the brochure provided by each third party investment advisers to whom you are referred.”
- “These fees may or may not be negotiable.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 172
- 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, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $187 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of May 13, 2026
- CRD number
- 226655 (opens in new tab)
- Phone
- (267) 626-2382
Registered or notice filed in 2 states: New Jersey, Pennsylvania
Other planners in Jenkintown that publish fees
- Financial Spectrum Inc.JenkintownHourly $100/hr
- Modern Wealth Concepts LLCJenkintownHourly $200/hr
More planners in Pennsylvania that publish fees
- Scarsdale Investment Group, Ltd.Blue BellHourly $200-$300/hr, Monthly $1,750-$3,741/mo
- CJ Perry FinancialBerywnFlat $500-$5,000
- Christine Messmer, P.C.CollegevilleHourly $250/hr, Quarterly from $1,000/qtr
- Emancipare Investment AdvisorsEastonHourly $199/hr, Flat $699
- Stahl Wealth Management, LLCLancasterHourly $100/hr
- TP Investment Advisory Services, LLCWayneHourly $250/hr, Flat $750-$10,000
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.