Carriage Hill Investment Associates LLC fees and pricing
Financial planner in Lancaster, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Carriage Hill Investment Associates LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“- 2- FINANCIAL PLANNING AND CONSULTING Carriage Hill charges a fee of $250 per hour for financial planning and consulting.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Carriage Hill Investment Associates LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial plans are due upon delivery of the completed plan.”
How Carriage Hill Investment Associates LLC’s fees compare
- Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 5 of the 12 other planners in Lancaster that publish an hourly rate charge less.
About Carriage Hill Investment Associates LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 207
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $50,228,730
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304487
- Phone
- (717) 431-2025
Other planners in Lancaster that publish fees
- Atwater MalickLancaster$500
- Chestnut Street Investment Counsel, LLCLancaster$250-$350/hr, $500-$5,000
- Cool Creek FinancialLancaster$200/hr, $1,000-$2,000
- Evenkiehl, LLCLancaster$500-$1,000, $208-$375/mo
- Fident Financial, LLCLancaster$3,000-$6,500, $500/mo
- Harlan Financial LLCLancaster$250/hr, $1,800-$5,500
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.