Chapel Hill Investment Analysts Inc fees and pricing
Financial planner in Greensburg, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Chapel Hill Investment Analysts Inc charges $550 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $550/hr
“Payment of these additional administrative fees will be processed in accordance with the hourly advisory fee of $550 per hour, as indicated in the Advisor’s Form ADV Part II.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chapel Hill Investment Analysts Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts will be billed within 60 days of the end of the billable quarter.”
How Chapel Hill Investment Analysts Inc’s fees compare
- Its hourly rate of $550 is above the Pennsylvania median of $250. 99% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Chapel Hill Investment Analysts Inc
“His primary focus has been in accounting and retirement planning. The Series 65 license, known as the Uniform Investment Adviser Law Examination, qualifies individuals to provide investment and general financial advice to clients.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 0.95% a year
- Minimum
- No minimum stated in brochure
- Clients
- 1,411
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $435,952,707
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109511
- Phone
- (724) 830-2600
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.