PlannerFees

Bryn Mawr Trust Advisors, LLC fees and pricing

Financial planner in Philadelphia, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Bryn Mawr Trust Advisors, LLC charges a flat or project fee of $3,000 and an annual fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,000
“Fixed fees for comprehensive financial plans start at $3,000.”
Annual fee
$2,000/yr
“ERISA 3(38) fiduciary services will be subject to a minimum annual fee of $2,000 for accounts with less than $2,000,000 in assets under management.”

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

How Bryn Mawr Trust Advisors, LLC bills

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

  • “The initial fee will be based on the date of account establishment and prorated for the remaining days in the current calendar quarter and billed at the end of the first quarter following the opening of the account.”
  • “Alternatively, in limited circumstances clients can elect to have BMTA send an invoice for payment.”
  • “If assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable with respect to such assets will be adjusted or prorated based on the number of days remaining in the quarter.”

How Bryn Mawr Trust Advisors, LLC’s fees compare

  • Its flat or project fee of $3,000 is below the Pennsylvania median of $3,650. 43% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • 4 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.
  • Its annual fee of $2,000 is below the Pennsylvania median of $6,000. 14% of the 74 other Pennsylvania planners that publish an annual fee charge less.
  • 2 of the 5 other planners in Philadelphia that publish an annual fee charge less.

About Bryn Mawr Trust Advisors, LLC

“Bryn Mawr Trust Advisors, LLC (“BMTA”) (formerly named Bryn Mawr Capital Management, LLC) was formed in 2016 to offer a variety of investment advisory services, including financial planning and investment management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 87 employees.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Cash flow and budgeting

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
2.49% a year
Clients
1,335
Employees
87
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
Assets managed
$3,513,817,710
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
285359
Website
bmt.com (opens in new tab)
Phone
(215) 731-1820

Can advise clients in 20 states: California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Massachusetts, Maryland, Maine, Minnesota, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington

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