Braun-Bostich & Associates Inc. fees and pricing

Published fees

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

Flat or project fee

$1,500⁠-⁠$20,000

“Ongoing Annual Review – BBA offers financial planning services for an annual fixed engagement fee ranging from $1,500 to $20,000.”

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

How Braun-Bostich & Associates Inc. bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Braun-Bostich & Associates Inc.’s fees compare

• Its flat or project fee of $1,500-$20,000 spans the Pennsylvania median of $3,650. 85% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Canonsburg that publish a flat or project fee charge less.

About Braun-Bostich & Associates Inc.

• Firm size: 7 employees.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 2002 (24 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

269

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$249,638,585

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288336

Website

braun-bostich.com (opens in new tab)

Phone

(724) 942-2639

Can advise clients in 6 states: California, Florida, Ohio, Pennsylvania, South Carolina, Texas

Other planners in Canonsburg that publish fees

• Giffin Planning Services, Inc.Canonsburg$200/hr, $1,000⁠-⁠$4,000
• Grant Street Asset Management IncCanonsburg$5,000
• MFG Private WealthCanonsburg$200⁠-⁠$500/hr, $500⁠-⁠$250,000
• Storie Financial Advisory LLCCanonsburg$75⁠-⁠$255/hr

Compare all 10 planners in Canonsburg