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
- Phone
- (570) 822-4475
Can advise clients in 5 states: Florida, North Carolina, New Jersey, New York, 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Is something on this page wrong or out of date?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.