Capridge Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated January 21, 2026, Capridge Advisors charges $200⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$400/hr; “Hourly fees range from $200 to $400 per hour.”

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

“The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided.”

Its hourly rate of $200-$400 spans the Pennsylvania median of $250. 57% 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.
Credentials named in the brochure: CFA.
Registered as an adviser: 2024 (2 years).

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: 0.6% a year
Clients: 6
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Assets managed: $6,520,255
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 330404
Website: capridgeadvisors.com (opens in new tab)
Phone: (484) 380-5748

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