Bryce Wealth Management fees and pricing
Financial planner in Washington Crossing, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 9, 2026, Bryce Wealth Management charges a flat or project fee of $1,000-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$2,000
“- 6- Financial Planning Services are offered based on a flat fee between $1,000 - $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bryce Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
- “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
- “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”
How Bryce Wealth Management’s fees compare
- Its flat or project fee of $1,000-$2,000 is below the Pennsylvania median of $3,650. 20% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Bryce Wealth Management
“Kruman is an attorney that provides Estate Planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289870
- Phone
- (215) 369-1554
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
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.