CES Investment Strategies fees
Financial planner in Lititz, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 16, 2026, CES Investment Strategies (Lititz, PA) charges $300 an hour for financial planning.
- Website: cesinvestmentstrategies.com (opens in new tab)
- Call (717) 203-0704
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Pennsylvania median of $250; 62% of the 151 other planners in Pennsylvania that publish an hourly rate charge less. Both other planners in Lititz charge less.
“The negotiated hourly fee for these services is $300.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How CES Investment Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of CES Inv's fees within five business days of signing the Investment Advisory Contract.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 23
- 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
- $22.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 16, 2026
- CRD number
- 325168 (opens in new tab)
- Phone
- (717) 203-0704
Registered in 2 states: Michigan, Pennsylvania
Other planners in Lititz that publish fees
- Aries Financial Navigators, Inc.LititzHourly $250/hr
- Key Wealth Partners, LLCLititzHourly $250/hr, Flat from $2,500
More planners in Pennsylvania that publish fees
- Virtual Tax PlannersWyomingHourly up to $500/hr, Flat $5,000-$20,000
- Godshalk Welsh Capital Management, Inc.RadnorHourly $200/hr, Flat $1,000-$5,000
- MedWealth AdvisorsPittsburghMonthly $450/mo
- Brogan Asset Management, LLCWynnewoodHourly $200/hr, Flat up to $2,500
- Haverford Wealth Management, LLCErieHourly $250/hr, Flat $2,500-$7,500
- Entrust Financial LLCWayneHourly $350/hr, Flat from $3,500
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.