Bill Messner Contrarian Investment Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly rate for limited scope engagements is $250.00.”

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

How Bill Messner Contrarian Investment Advisory, LLC bills

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

• “The fee range is $500 to $5000 and is negotiable.”
• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
• “Follow-on implementation work is billed separately at the rate of up to $250.00 per hour.”

How Bill Messner Contrarian Investment Advisory, LLC’s fees compare

• Its hourly rate of $250 matches 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 New Castle that publish an hourly rate charge less.

About Bill Messner Contrarian Investment Advisory, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

Clients

32

Employees

1

Works with

Individuals and state and local governments

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$3,316,000

Registered with

State securities regulators

Disciplinary disclosures

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

SEC CRD number

301701

Website

BMCIA.com (opens in new tab)

Phone

(724) 944-8227

Other planners in New Castle that publish fees

• Kissling Financial Services, LLCNew Castle$250/hr, $500⁠-⁠$5,000
• Storehouse Investments LLCNew Castle$100/hr, $500⁠-⁠$5,000
• 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

Compare all 3 planners in New Castle