Brookhouse Advisors fees and pricing

Published fees

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

Hourly rate

$200/hr

“Brookhouse’s fee for financial planning services is a fixed fee that is established and based upon the complexity and scope of the planning project presented and the number of hours estimated to complete the project at a rate of $200.00 per hour.”

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

How Brookhouse Advisors bills

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

• “For new client relationships the initial management fee is calculated and collected when assets are deposited into the investment account(s) and it is prorated for the number of days remaining in the quarter.”
• “Thereafter, intraquarter deposits are charged in arrears at the time of next quarterly calculation.”
• “Brookhouse delivers the client an invoice specifying the fee, the formula used to calculate the fee, the assets under management the fee is based on, and the time period covered by the fee.”

How Brookhouse Advisors’ 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.

About Brookhouse Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 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

1.5% a year

Clients

100

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$33,583,452

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287837

Website

brookhouseadvisors.com (opens in new tab)

Phone

(814) 853-3379

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

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