Bouvel Investment Partners, LLC fees and pricing
Financial planner in Phoenixville, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 7, 2026, Bouvel Investment Partners, LLC charges $250-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$350/hr
“Bouvel’s planning and consulting fees are negotiable but generally range from $250 to $350 on an hourly rate basis, depending upon the level and scope of the services required and the professionals providing the services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bouvel Investment Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that Bouvel bills the client directly, payment is due upon receipt of Bouvel’s invoice.”
- “Bouvel deducts fees or bills clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
- “Fees are prorated for accounts opened during the quarter, and quarterly bills are adjusted for prorated inflows and outflows that occurred in the previous quarter.”
How Bouvel Investment Partners, LLC’s fees compare
- Its hourly rate of $250-$350 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Phoenixville that publish an hourly rate charge less.
About Bouvel Investment Partners, LLC
“Bouvel offers investment advisory services, including investment management and financial planning services to its clients, who generally include individuals, high net worth individuals, and related trusts and estates.”
- Firm size: 4 employees.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 206
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $374,449,027
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108436
- Phone
- (610) 933-3300
Can advise clients in 12 states: California, Florida, Indiana, Maine, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Utah, Virginia
Other planners in Phoenixville that publish fees
- Timeless WealthPhoenixville$250/hr, $500-$15,000
- Vermillion & White Wealth Management GroupPhoenixville$250/hr
- 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
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.