Barrister fees and pricing
Financial planner in Fort Washington, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Barrister charges $200-$500 an hour, a monthly fee of $99, and an annual fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“Clients may also engage Barrister on an hourly basis for retirement plan consulting services at a rate of $200 to $500 per hour.”
- Monthly fee
- $99/mo
“MONTHLY FEE Limited-scope monthly retainer fees shall be $99 per month and are payable upon receipt of invoice.”
- Annual fee
- $2,500-$20,000/yr
“The retainer-based fees are negotiable, but generally range from $2,500.00 to $20,000.00 annually on a fixed fee basis depending upon the level and scope of the services required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Barrister bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the Client desires to terminate our services, the notice of termination requirement and any payment / refund of fees with respect to the termination will depend on the terms specified in the Agreement entered into by the Client and Barrister.”
- “Retainer-based and monthly fees will be due upon receipt of invoice from Barrister.”
- “Payments may be invoiced and processed through a third-party nonaffiliated service, AdvicePay.”
How Barrister’s fees compare
- Its hourly rate of $200-$500 spans the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 2 other planners in Fort Washington that publish an hourly rate charge less.
- Its annual fee of $2,500-$20,000 spans the Pennsylvania median of $6,000. 68% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Barrister
“Barrister provides tailored financial planning, investment advisory, insurance consultancy and retirement plan consultancy and management services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
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
- 0.25% a year
- Clients
- 137
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $97,147,280
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153598
- Phone
- (800) 465-8140
Can advise clients in 3 states: Florida, New Jersey, Pennsylvania
Other planners in Fort Washington that publish fees
- Equita Financial Network, Inc.Fort Washington$500/hr, $10,000
- Thrive Capital Management, LLCFort Washington$350-$500/hr, $2,000/yr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
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.