Blue Bell Private Wealth Management, LLC fees and pricing
Financial planner in Blue Bell, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 9, 2026, Blue Bell Private Wealth Management, LLC charges $250-$500 an hour and a flat or project fee of $250-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“Blue Bell’s fees for such consulting services typically range between $250 and $10,000 on a fixed fee basis and $250 - $500 on an hourly basis.”
- Flat or project fee
- $250-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Bell Private Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Blue Bell may also invoice clients directly, in which case, payment is due upon receipt of Blue Bell’s invoice.”
- “Blue Bell shall deduct fees and/or bill clients quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
- “Blue Bell’s annual investment advisory fee shall be pro-rated and paid quarterly, in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
How Blue Bell Private Wealth Management, LLC’s fees compare
- Its hourly rate of $250-$500 is above the Pennsylvania median of $250. 80% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Blue Bell that publish an hourly rate charge less.
- Its flat or project fee of $250-$10,000 spans the Pennsylvania median of $3,650. 63% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Blue Bell that publish a flat or project fee charge less.
About Blue Bell Private Wealth Management, LLC
“Clients may also engage Blue Bell to provide financial planning and related consulting services for an additional fee.”
- Firm size: 13 employees.
- Registered as an adviser: 2005 (21 years).
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
- 2% a year
- Clients
- 804
- Employees
- 13
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,121,215,721
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 134184
- Phone
- (610) 825-3540
Can advise clients in 15 states: California, Connecticut, Delaware, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Other planners in Blue Bell that publish fees
- Amplius Wealth AdvisorsBlue Bell$200-$750/hr, $5,000-$50,000
- Coombs Wealth Advisory, LLCBlue Bell$1,000-$2,500
- Courtside Wealth Partners LLCBlue Bell$750/mo, $9,000/yr
- Krown AdvisoryBlue Bell$200-$500/hr, $1,000-$9,000
- Scarsdale Investment Group, LTD.Blue Bell$200-$300/hr, $1,750-$3,741/mo
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.