Chadds Ford Wealth Partners, LLC fees and pricing
Financial planner in Chadds Ford, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Chadds Ford Wealth Partners, LLC charges $250-$500 an hour and a flat or project fee of $2,500-$25,000 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-$500/hr
“These fees are negotiable, but range from $2,500 to $25,000 on a fixed fee basis and/or from $250 to $500 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
- Flat or project fee
- $2,500-$25,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chadds Ford Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The terms and conditions of the financial planning and/or consulting engagement are set forth in the Advisory Agreement and Chadds Ford requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
- “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
- “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
How Chadds Ford Wealth Partners, LLC’s fees compare
- Its hourly rate of $250-$500 is above the Pennsylvania median of $250. 80% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$25,000 spans the Pennsylvania median of $3,650. 88% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Chadds Ford Wealth Partners, LLC
“The Firm offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, families, trusts and institutions.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Equity compensation
- Cash flow and budgeting
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
- 0.75% a year
- Clients
- 60
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,327,385,934
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304159
- Phone
- (484) 273-0995
Can advise clients in 5 states: California, Delaware, Kentucky, Massachusetts, Pennsylvania
Other planners in Pennsylvania that publish fees
- 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
- A. Neff Associates LLCPittsburgh$150/hr
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.