Clovelly Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$20,000

“Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 4 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $3,000 and $20,000.”

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

How Clovelly Wealth bills

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

• “The annual advisory fee is paid monthly in advance based on the value of Client’s account(s) as of the last day of the prior billing period.”
• “These fees are negotiable at CW’s sole discretion and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CW's fees within five business days of signing the Investment Advisory Contract.”

How Clovelly Wealth’s fees compare

• Its flat or project fee of $3,000-$20,000 spans the Pennsylvania median of $3,650. 86% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Wayne that publish a flat or project fee charge less.

About Clovelly Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

7

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$11,955,575

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323690

Phone

(610) 687-7756

Other planners in Wayne that publish fees

• Addis & Hill, IncorporatedWayne$900, $5,000/yr
• Entrust Financial LLCWayne$350/hr, $3,500
• Fortis Advisors, LLCWayne$1,500⁠-⁠$50,000
• Green Trails Wealth LLCWayne$500⁠-⁠$10,000, $100⁠-⁠$2,000/mo
• Paradigm Money Management, LLCWayne$750⁠-⁠$6,000
• TP Investment Advisory Services, LLCWayne$250/hr, $750⁠-⁠$10,000

Compare all 12 planners in Wayne