Asbury Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$500⁠-⁠$1,500

“Ongoing Financial Planning fees are paid quarterly in arrears, ranging from $500-$1,500.”

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

How Asbury Capital bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in arrears, ranging from $500 - $1,500.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Asbury Capital’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 7 other planners in West Chester that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,500 is below the Pennsylvania median of $3,650. 12% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• None of the 6 other planners in West Chester that publish a flat or project fee charge less.

About Asbury Capital

• Principal: Steven Engle
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

7

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$2,294,873

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325293

Website

instagram.com/asburycapital (opens in new tab)

Phone

(610) 945-7395

Other planners in West Chester that publish fees

• Ballast Financial Advisors, LLCWest Chester$500/hr, $10,000
• Bowen Asset Management LLCWest Chester$200⁠-⁠$500/hr
• Financial CoachWest Chester$2,500/yr
• Locus Wealth ManagementWest Chester$350/hr, $3,000⁠-⁠$15,000
• Market Street Wealth ManagementWest Chester$50⁠-⁠$100/mo
• Old Security GroupWest Chester$500⁠-⁠$5,000

Compare all 16 planners in West Chester