Bill Few Associates, Inc. fees and pricing

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-⁠$300/hr

“Our Consulting Services fees are calculated and charged on an hourly basis, ranging from $200 to $300 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $5,000, depending on the specific arrangement reached with the client.”

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

How Bill Few Associates, Inc. bills

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

• “Fees are debited directly from the client’s Pershing account unless the client requests to pay by invoice in which an invoice will be sent to the client detailing the advisory fees for the upcoming quarter.”
• “The balance is due upon completion of the plan.”

How Bill Few Associates, Inc.’s fees compare

• Its hourly rate of $200-$300 spans the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Sewickley that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Sewickley that publish a flat or project fee charge less.

About Bill Few Associates, Inc.

• Firm size: 31 employees.
• Registered as an adviser: 1987 (39 years).

Planning areas mentioned in the brochure

• Retirement planning
• Insurance analysis
• Cash flow and budgeting

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

1.25% a year

Clients

2,954

Employees

31

Works with

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

Services reported to regulators

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

Assets managed

$2,723,175,464

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

133561

Website

g.co/kgs/Rn7Kc5r (opens in new tab)

Phone

(412) 630-6000

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Sewickley that publish fees

• Fragasso Financial AdvisorsSewickley$50,000
• JMS Capital Group Wealth Services, LLCSewickley$500⁠-⁠$5,000
• Reliance Financial AdvisorsSewickley$250/hr
• Sewickley Financial LLCSewickley$200/hr
• Thi, Inc.Sewickley$500⁠-⁠$1,000

Compare all 11 planners in Sewickley