Bird Financial Group LLC fees and pricing
Financial planner in Philadelphia, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 14, 2026, Bird Financial Group LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“BFG charges $350 per hour for hourly financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bird Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The specific fee charged to each client and the manner in which the fee is calculated and billed will be set forth in the client's Investment Advisory Agreement.”
- “Portfolio management fees are calculated and billed monthly in arrears.”
- “The client invoice identifies the fee calculation, the assets upon which the fee is based, and the billing period covered.”
How Bird Financial Group LLC’s fees compare
- Its hourly rate of $350 is above the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 12 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
About Bird Financial Group LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement 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
- Highest asset based fee in brochure
- 0.75% a year
- Clients
- 2
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $88,270
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333764
- Phone
- (215) 778-4048
Other planners in Philadelphia that publish fees
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- Auctus Wealth Management Inc.Philadelphia$150/hr, $500
- Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
- Diversified Human SolutionsPhiladelphia$150-$200/hr, $1,000-$5,000
- Elm WealthPhiladelphia$5,000
- Financial Compass LLCPhiladelphia$500/hr, $500
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.