Buoyant Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$2,500

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000 - $2,500, based on complexity and the needs of the client, and an ongoing fee that is paid monthly, in arrears, typically at the rate of $700 - $4,000 per month, based on complexity and the needs of the client.”

Monthly fee

$700⁠-⁠$4,000/mo

From the same sentence as above.

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

How Buoyant Wealth bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Buoyant Wealth’s fees compare

• Its flat or project fee of $1,000-$2,500 is below the Pennsylvania median of $3,650. 25% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Buoyant Wealth

• Principal: Brendan Dooley
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

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

1% a year

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$24,557,139

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299529

Website

bsky.app/profile/buoyantwealth.bsky.social (opens in new tab)

Phone

(215) 600-2814

Other planners in Ambler that publish fees

• Rational Capital Advisors LLCAmbler$300/hr
• 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

Compare all 621 planners in Pennsylvania