Christman Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Our hourly rate for financial planning is $150.”

Monthly fee

$150⁠-⁠$300/mo

“Onboarding Fee Monthly Fee Single $300 $150 Couple $500 $250 The fee is the greater of AUM above or the applicable minimum fee below Minimum fee of 1,800 for singles (150 per month) plus onboarding of 300 Minimum fee of 3,000 for couples (250 per month) plus onboarding of 500 The onboarding portion of the Financial…”

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

How Christman Financial Advisors LLC bills

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

• “Some clients were originally set up for their fees to be paid in advance and their fee arrangement remains unchanged.”
• “Our advisory fees are negotiable, at Adviser’s sole discretion depending on individual client circumstances.”
• “Above that level the client can choose to be billed under the investment management services grid above OR the following fixed fee grid.”

How Christman Financial Advisors LLC’s fees compare

• Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 2 other planners in Macungie that publish an hourly rate charge less.

About Christman Financial Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

1% a year

Minimum

$4,800 minimum fee (stated in brochure)

Clients

84

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$35,793,479

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147356

Website

christmanfinancial.com (opens in new tab)

Phone

(610) 349-6307

Other planners in Macungie that publish fees

• Lakeside PlanningMacungie$400/hr
• Milestone Financial Associates, LLCMacungie$450/hr, $20,000
• 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

Compare all 3 planners in Macungie