Biondo Investment Advisors LLC fees
Financial planner in Milford, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Biondo Investment Advisors LLC (Milford, PA) charges a flat or project fee of up to $2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change.
- Flat or project fee
- Up to $2,500
Capped at $2,500, at or below the Pennsylvania median of $4,000.
“Non-discretionary advisory account fees are negotiable but generally range from $50 to $2,500 on a fixed fee basis, depending on the level and scope of the services required.”
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
- $100,000 in assets (stated in the brochure)
- Credentials held at the firm
- CFA
- Team size
- 17 employees
- Registered since
- 2004 (22 years)
How Biondo Investment Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All assets up to the first breakpoint, and each breakpoint thereafter, are billed at the rate indicated for that breakpoint.”
- “Billed clients are mailed or electronically delivered an invoice in the first month of a quarter.”
- “Institutional clients receive invoices and may request alternate payment schedules.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 1,108
- Works with
- Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutions
- Assets managed
- $1.3 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 27, 2026
- CRD number
- 130105 (opens in new tab)
- Phone
- (570) 296-5525
Registered or notice filed in 19 states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Kansas, Maryland, Massachusetts, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia
More planners in Pennsylvania that publish fees
- RKL Private WealthLancasterHourly $250-$500/hr, Flat $10,000-$25,000
- Your Path FIWest ChesterHourly $300/hr, Flat $1,500-$10,000
- Financial Compass LLCPhiladelphiaHourly $500/hr
- Stone Fortress Wealth StrategiesHuntingdon ValleyHourly up to $500/hr, Flat up to $2,500
- Innova Wealth Partners, LLCNewtownFlat $500-$10,000, Monthly $1,000-$2,000/mo
- SP Wealth PlanningChurchvilleHourly $250-$450/hr, Flat $100-$1,000
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.