BTG Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$250⁠-⁠$10,000

“Fixed fee rates range between $250 to $10,000.”

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

How BTG Capital LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How BTG Capital LLC’s fees compare

• Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Conshohocken that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the Pennsylvania median of $3,650. 63% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Conshohocken that publish a flat or project fee charge less.

About BTG Capital LLC

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners

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

3% a year

Clients

16

Employees

2

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

$3,410,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337715

Phone

(267) 294-8888

Other planners in Conshohocken that publish fees

• Arin Risk Advisors LLCConshohocken$400/hr
• HealthyfpConshohocken$400/hr, $3,000⁠-⁠$8,000
• Overture Wealth ManagementConshohocken$1,000⁠-⁠$7,000, $1,000⁠-⁠$2,500/qtr
• Powers Capital ManagementConshohocken$750/qtr, $3,000/yr
• WealthfdConshohocken$250⁠-⁠$1,000/hr, $1,000

Compare all 12 planners in Conshohocken