Bryn Mawr Investments fees and pricing

Financial planner in Secane, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Bryn Mawr Investments charges $100⁠-⁠$300 an hour for financial planning.

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: $100⁠-⁠$300/hr; “Fees for Planning Services Hourly Billing  Planning Hourly rate Client type $100 / hour $300 / hour * Personal Planning Corporate / Entity Planning B.”

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

“Fees may be negotiable at the sole discretion of the Advisor.”
“The client must consent in advance to direct debiting of their investment account.”
“Clients seeking planning services will be billed for work performed and expected to pay for the completion of agreed upon work.”

Its hourly rate of $100-$300 spans the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2017 (9 years).

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 1
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $10,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 290325
Phone: (281) 660-8675

Is something on this page wrong or out of date?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.