Auctus Wealth Management Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Base Fees for Financial Planning Services are billed at either $150 per hour with a minimum charge of $500 paid as a deposit to AWM, or a fixed fee negotiated between the Client and AWM, of which $500 will be paid as a deposit to AWM.”

Flat or project fee

$500

From the same sentence as above.

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

How Auctus Wealth Management Inc. bills

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

• “Fees are calculated on a quarterly basis and are payable in arrears based on the value of the account at the end of each billing period.”
• “The Account Management Fee is prorated for periods less than a full billing cycle and adjusted to cover any additional contributions made during that period.”

How Auctus Wealth Management Inc.’s fees compare

• Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 16 other planners in Philadelphia that publish an hourly rate charge less.
• 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 13 other planners in Philadelphia that publish a flat or project fee charge less.

About Auctus Wealth Management Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

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

2.75% a year

Clients

112

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$45,435,079

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

160036

Website

auctuswealth.com (opens in new tab)

Phone

(800) 655-7162

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Elm WealthPhiladelphia$5,000
• Financial Compass LLCPhiladelphia$500/hr, $500

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