Anthony Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$10,000

“AIM’s investment consulting services fees are negotiable, but generally range from $100 to $10,000 on a fixed fee basis.”

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

How Anthony Investment Management, LLC bills

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

• “Fees are paid monthly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Because fees are charged in arrears, no refund is necessary.”

How Anthony Investment Management, LLC’s fees compare

• Its flat or project fee of $100-$10,000 spans the West Virginia median of $4,525. 57% of the 7 other West Virginia planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Wheeling that publish a flat or project fee charge less.

About Anthony Investment Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

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

0.75% a year

Clients

105

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$73,501,929

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

161784

Website

anthonyinvestment.com. (opens in new tab)

Phone

(304) 905-1394

Can advise clients in 4 states: Florida, Ohio, Pennsylvania, West Virginia

Other planners in Wheeling that publish fees

• Felton Wealth, LLCWheeling$500
• Fort Henry Capital, LLCWheeling$150⁠-⁠$400/hr, $500⁠-⁠$5,000
• Mckinley Carter Wealth Services, Inc.Wheeling$50⁠-⁠$500/hr, $1,000⁠-⁠$20,000
• Freedom Financial Advisors, LLCSouth Charleston$200⁠-⁠$3,000
• Global Freedom Financial LLCSouth Charleston$250/hr, $1,000⁠-⁠$12,000
• Hoxton Planning & Management, LLCShepherdstown$350/hr, $2,500/yr

Compare all 5 planners in Wheeling