Amplius Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$750/hr

“We charge flat fees ranging from $5,000 to $50,000 or hourly fees ranging from $200 - $750 per hour for financial planning and consulting services, which are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

Flat or project fee

$5,000⁠-⁠$50,000

From the same sentence as above.

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

How Amplius Wealth Advisors bills

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

• “Wealth management fees are negotiable and depend upon the size and composition of a client's portfolio and the type of services rendered.”
• “The fee is billed on a quarterly basis, in advance, based upon the market value of the assets as of the last day of the previous quarter.”
• “If more than $50,000 in assets are deposited or withdrawn after the beginning of a quarter, the fee will be prorated based on the number of days remaining in the quarter and adjusted in the following quarter.”

How Amplius Wealth Advisors’ fees compare

• Its hourly rate of $200-$750 spans the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Blue Bell that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$50,000 is above the Pennsylvania median of $3,650. 94% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Blue Bell that publish a flat or project fee charge less.

About Amplius Wealth Advisors

• Firm size: 13 employees.
• Registered as an adviser: 2021 (5 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

Clients

775

Employees

13

Works with

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

Services reported to regulators

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

Assets managed

$1,741,153,923

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312463

Website

facebook.com/Amplius-Wealth-Advisors-103325025154881 (opens in new tab)

Phone

(215) 310-7770

Can advise clients in 18 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Blue Bell that publish fees

• Blue Bell Private Wealth Management, LLCBlue Bell$250⁠-⁠$500/hr, $250⁠-⁠$10,000
• Coombs Wealth Advisory, LLCBlue Bell$1,000⁠-⁠$2,500
• Courtside Wealth Partners LLCBlue Bell$750/mo, $9,000/yr
• Krown AdvisoryBlue Bell$200⁠-⁠$500/hr, $1,000⁠-⁠$9,000
• Scarsdale Investment Group, LTD.Blue Bell$200⁠-⁠$300/hr, $1,750⁠-⁠$3,741/mo

Compare all 8 planners in Blue Bell