Ata Management Strategies Inc fees and pricing

Firm size: 2 employees.
Registered as an adviser: 2002 (24 years).

Financial planner in Whitehall, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Ata Management Strategies Inc charges $85⁠-⁠$325 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The client will be entitled to a refund of any fees paid in advance.”
“Hourly rates apply and the clients are billed after the service has been provided.”
“These services are billed on a fixed fee for the service provided.”

Its hourly rate of $85-$325 spans the Pennsylvania median of $250. 29% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 405
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and newsletters and publications
Assets managed: $125,234,017
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 118829
Website: atafinancial.com (opens in new tab)
Phone: (610) 433-9009

Is something on this page wrong or out of date?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.