Anthony Petsis & Associates Inc. fees and pricing
Financial planner in Newtown, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 30, 2026, Anthony Petsis & Associates Inc. charges $230 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $230/hr
“Estate Plan Document Creation - $230 per hour”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Anthony Petsis & Associates Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We charge an hourly fee based upon the level of service as disclosed below, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- “We require that you pay a retainer in advance.”
- “The remaining portion shall be due upon completion of the services rendered.”
How Anthony Petsis & Associates Inc.’s fees compare
- Its hourly rate of $230 is below the Pennsylvania median of $250. 32% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 5 other planners in Newtown that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Anthony Petsis & Associates Inc.
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 1991 (35 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 4
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123209
- Phone
- (215) 968-6638
Other planners in Newtown that publish fees
- Ethos Capital Management, Inc.Newtown$350/hr, $1,650
- Innova Wealth Partners, LLCNewtown$500-$10,000, $1,000-$2,000/mo
- Insight Advisors, LLCNewtown$250/hr, $575/mo
- Jmac Enterprises LLCNewtown$2,500-$25,000/yr
- Kej Financial AdvisorsNewtown$325/hr, $2,000
- Main Street Financial Solutions, LLCNewtown$300-$15,000
Is something on this page wrong or out of date?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.