Chestnut Street Investment Counsel, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“The Advisor also offers its services on a stand-alone basis at hourly rate ranging from $250 to $350 or a fixed engagement fee between $500 and $5,000.”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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

How Chestnut Street Investment Counsel, LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in arrears pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Chestnut Street Investment Counsel, LLC’s fees compare

• Its hourly rate of $250-$350 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 9 of the 12 other planners in Lancaster that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in Lancaster that publish a flat or project fee charge less.

About Chestnut Street Investment Counsel, LLC

• Firm size: 4 employees.
• Founded: 2020 (6 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

0.8% a year

Clients

85

Employees

4

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

$119,527,897

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309741

Website

instagram.com/chestnut_street_ic (opens in new tab)

Phone

(717) 947-3850

Other planners in Lancaster that publish fees

• Atwater MalickLancaster$500
• Carriage Hill Investment Associates LLCLancaster$250/hr
• Cool Creek FinancialLancaster$200/hr, $1,000⁠-⁠$2,000
• Evenkiehl, LLCLancaster$500⁠-⁠$1,000, $208⁠-⁠$375/mo
• Fident Financial, LLCLancaster$3,000⁠-⁠$6,500, $500/mo
• Harlan Financial LLCLancaster$250/hr, $1,800⁠-⁠$5,500

Compare all 27 planners in Lancaster