Ballast Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Ballast Financial Advisors, LLC bills

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

• “Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management.”
• “Upon notice of termination pro-rata advisory fees for services rendered to the point of termination will be charged.”
• “If advisory fees cannot be deducted, our firm will send an invoice for due advisory fees to the client.”

How Ballast Financial Advisors, LLC’s fees compare

• Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 7 of the 7 other planners in West Chester that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Pennsylvania median of $3,650. 81% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in West Chester that publish a flat or project fee charge less.

About Ballast Financial Advisors, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2019 (7 years).

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

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

Clients

602

Employees

5

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 selecting other advisers

Assets managed

$342,648,784

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

304430

Website

anchorcap.net (opens in new tab)

Phone

(484) 266-7281

Can advise clients in 13 states: California, Delaware, Florida, Georgia, Louisiana, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in West Chester that publish fees

• Asbury CapitalWest Chester$250/hr, $500⁠-⁠$1,500
• 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