Boatman Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable hourly fee of $200 per hour or a flat fee ranging from $500-$3,000.”

Flat or project fee

$500⁠-⁠$3,000

From the same sentence as above.

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

How Boatman Wealth Management, LLC bills

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

• “Clients placed with TPMs will be billed in accordance with the TPM’s Fee - 1Boatman Wealth Management, LLC Schedule which will be disclosed to the client prior to signing an agreement.”
• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Boatman Wealth Management, LLC’s fees compare

• Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Pennsylvania median of $3,650. 25% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Boatman Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Tax planning
• College planning

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

3% a year

Clients

25

Employees

2

Works with

Individuals and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$3,750,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151150

Website

empoweredwomenusa.com (opens in new tab)

Phone

(724) 684-6600

Other planners in Pennsylvania that publish fees

• 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
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

Compare all 621 planners in Pennsylvania