Bruton Chisnell Advisors, LLC fees and pricing
Financial planner in Downingtown, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Bruton Chisnell Advisors, LLC charges $100-$250 an hour and a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$250/hr
“These fees are negotiable, but generally range from $500 to $2,500 on a fixed fee basis and/or from $100 to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
- Flat or project fee
- $500-$2,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bruton Chisnell Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, Bruton Chisnell requires one-half of the financial planning / consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
- “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “Bruton Chisnell’s annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Bruton Chisnell on the last day of the previous quarter.”
How Bruton Chisnell Advisors, LLC’s fees compare
- Its hourly rate of $100-$250 is below the Pennsylvania median of $250. 13% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 2 other planners in Downingtown that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,500 is below the Pennsylvania median of $3,650. 20% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 2 other planners in Downingtown that publish a flat or project fee charge less.
About Bruton Chisnell Advisors, LLC
“Bruton Chisnell is an investment adviser providing financial planning, consulting, and investment management services.”
- Firm size: 3 employees.
- Registered as an adviser: 2018 (8 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
- 577
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and state and local governments
- 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
- $772,461,258
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 293192
- Phone
- (610) 518-3900
Can advise clients in 11 states: Delaware, Florida, Maryland, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia
Other planners in Downingtown that publish fees
- Kriczky Wealth Management LLCDowningtown$400/hr, Up to $30,000
- Throughline Financial PlanningDowningtown$250/hr, $1,000-$10,000
- 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.