Breakthrough Investing, LLC fees and pricing
Financial planner in Newtown Square, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 27, 2026, Breakthrough Investing, LLC charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Financial Planning is a fixed fee, not to exceed $500.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Breakthrough Investing, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “However, when you add assets to, or withdraw assets from, your Account during the quarter, Matson Money will refund its fee for withdrawals on a prorated basis and charge an additional fee for additions to an account on a prorated basis.”
- “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”
- “The fee may be negotiable in certain cases.”
How Breakthrough Investing, LLC’s fees compare
- Its flat or project fee of $500 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Breakthrough Investing, LLC
- Principal: Brendan Magee
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2014 (12 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
- 0.8% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123840
- Phone
- (610) 299-3969
Other planners in Newtown Square that publish fees
- Logan Capital Management, Inc.Newtown Square$150-$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
- A Better Way Financial, LLCAllentown$500-$2,399/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Is something on this page wrong or out of date?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.