Attleboro Wealth Management LLC fees and pricing
Financial planner in Yardley, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 3, 2026, Attleboro Wealth Management LLC charges a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $50,000
“Flat fees will not exceed $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Attleboro Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a prorata basis quarterly in advance based on the value of the account(s) on the time-weighted daily average of the previous quarter.”
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Fees are negotiable and will be deducted from client account(s).”
How Attleboro Wealth Management LLC’s fees compare
- Its flat or project fee of $50,000 is above the Pennsylvania median of $3,650. 96% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Yardley that publish a flat or project fee charge less.
About Attleboro Wealth Management LLC
- Principal: Mark Byelich
- Firm size: 6 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 140
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $129,279,398
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318056
- Phone
- (215) 310-9440
Can advise clients in 3 states: New Jersey, Pennsylvania, Texas
Other planners in Yardley that publish fees
- Cordatus Wealth Management LLCYardley$500-$1,000
- Prometheus Capital Management Corp.Yardley$350/hr, $500-$10,000
- Tobin Investment Planning LLCYardley$1,000-$10,000
- Ventura Wealth ManagementYardley$250-$500/hr, $2,500-$12,500
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.