Atwater Malick fees and pricing

Financial planner in Lancaster, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 6, 2026, Atwater Malick charges a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $500; “(C) Make available, upon Client request, to the Client, written documentation itemizing the fee and the amount of assets under management on which the fee was based. 11 Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for financial planning only services is $500.”

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

“Fees are paid quarterly in arrears, and Client may terminate the Account with five (5) days prior written notice.”
“Because fees are charged in arrears, no refund policy is necessary.”
“Client may terminate all accounts without penalty, for full refund, within five (5) business days of signing the advisory contract.”

Its flat or project fee of $500 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
None of the 9 other planners in Lancaster that publish a flat or project fee charge less.

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: 1% a year
Minimum: $5,000 minimum fee (stated in brochure)
Clients: 285
Employees: 6
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $687,373,252
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 147972
Website: atwatermalick.com (opens in new tab)
Phone: (717) 400-1505

Is something on this page wrong or out of date?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