Barnstone Advisors LLC fees
Financial planner in Phoenixville, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 27, 2026, Barnstone Advisors LLC (Phoenixville, PA) charges $200 an hour for financial planning.
- Website: barnstoneadvisors.com (opens in new tab)
- Call (610) 917-2210
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Pennsylvania median of $250; 15% of the 151 other planners in Pennsylvania that publish an hourly rate charge less. The one other planner in Phoenixville charges more.
“We charge an hourly fee of $200 for financial planning or consulting services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
How Barnstone Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “We will send you an invoice for financial planning or consulting services advisory fees that are due upon completion of the engagement or project.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 90
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $241 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of January 27, 2026
- CRD number
- 144511 (opens in new tab)
- Phone
- (610) 917-2210
Registered or notice filed in 5 states: Delaware, Georgia, New Hampshire, Pennsylvania, Texas
Other planners in Phoenixville that publish fees
- Timeless WealthPhoenixvilleHourly $250/hr, Flat $500-$15,000
More planners in Pennsylvania that publish fees
- Waypoint Financial, LLCDublinHourly $500/hr, Flat $2,400-$12,000
- Englebert Financial Advisers, LLCAllentownHourly up to $250/hr, Flat $2,000-$75,000
- Wescott Financial Advisory Group LLCPhiladelphiaHourly $150-$750/hr
- Stone Fortress Wealth StrategiesHuntingdon ValleyHourly up to $500/hr, Flat up to $2,500
- Manion Financial Solutions LLCLigonierHourly $200/hr, Flat up to $10,000
- Schubert Financial LLCCoatesvilleHourly $200/hr, Flat $1,000-$3,500
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.