BDB Wealth Advisors LLC fees and pricing
Financial planner in Red Lion, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 25, 2026, BDB Wealth Advisors LLC charges $100 an hour and a monthly fee of $65 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Additional time is billed at $100 per hour.”
- Monthly fee
- $65/mo
“The subscription plan is $65 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BDB Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Each quarter includes up to 2 hours of advisor preparation and meeting time; additional time is billed at $100/hour for more in-depth planning.”
- “Clients may terminate the agreement without penalty for a full refund of BDB WLTH ADV LLC's fees within five business days of signing the Investment Advisory Contract.”
- “Includes up to 3 hours of advisor preparation and meeting time; additional time is billed at $100/hour.”
How BDB Wealth Advisors LLC’s fees compare
- Its hourly rate of $100 is below the Pennsylvania median of $250. 1% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About BDB Wealth Advisors LLC
- Firm size: 2 employees.
- Registered as an adviser: 2025.
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
- Clients
- 9
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $1,237,099
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336541
- Phone
- (714) 767-5324
Can advise clients in 2 states: Illinois, Pennsylvania
Other planners in Pennsylvania that publish fees
- 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
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
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.