Capital a Wealth Management fees and pricing
Financial planner in Cranberry Twp., Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 24, 2026, Capital a Wealth Management charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The hourly rate used for this purpose is $400/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capital a Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If services are commenced in the middle of the billing period, then the prorated fee for that billing period and any fees due to the Firm will be deducted from the Client’s account prior to termination.”
- “Fees are billed monthly in arrears based on the average daily balance by the 5th business day of each month.”
- “Fees are billed and payable at the time the financial plan is delivered to you.”
How Capital a Wealth Management’s fees compare
- Its hourly rate of $400 is above the Pennsylvania median of $250. 83% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Capital a Wealth Management
- Firm size: 21 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
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% a year
- Clients
- 1,143
- Employees
- 21
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, 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
- $612,896,344
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328863
- Phone
- (724) 658-4211
Can advise clients in 9 states: Arizona, Florida, Louisiana, New York, Ohio, Pennsylvania, South Carolina, Texas, West Virginia
Other planners in Cranberry Twp. that publish fees
- Hoffman Capital Advisors LLCCranberry Twp$100-$500/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
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.