Chancellor Financial Group WB LP fees and pricing

Financial planner in Wilkes-barre, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Chancellor Financial Group WB LP charges $100⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$500/hr
“Hourly engagements range from $100 to $500 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Chancellor Financial Group WB LP bills

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

  • “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
  • “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 and the overall relationship with the Advisor.”

How Chancellor Financial Group WB LP’s fees compare

  • Its hourly rate of $100-$500 spans the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

About Chancellor Financial Group WB LP

  • Firm size: 9 employees.
  • Founded: 2011 (15 years).

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
1,298
Employees
9
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$249,305,348
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
159563
Website
chancellorfinancialgroup.com (opens in new tab)
Phone
(570) 822-4475

Can advise clients in 5 states: Florida, North Carolina, New Jersey, New York, Pennsylvania

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