Conestoga Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Form ADV 2A Version: 3/31/2026 7 Financial Planning Fees Hourly Fees for Written Financial Plan The hourly fee for these services is $200.”

Flat or project fee

$1,000

“We charge a one-time upfront fee not to exceed $1000 & a monthly fee not to exceed $499 per month for these services, billed in advance and collected by Advice Pay.”

Monthly fee

$499/mo

From the same sentence as above.

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

How Conestoga Wealth Management bills

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

• “Since fees are charged in arrears no refund is necessary.”
• “Fees are paid quarterly in advance and clients may terminate their contracts with ten days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”

How Conestoga Wealth Management’s fees compare

• Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 2 other planners in Exton that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Pennsylvania median of $3,650. 12% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Conestoga Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2011 (15 years).

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

1% a year

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158981

Website

regardingwealth.com (opens in new tab)

Phone

(610) 241-8711

Other planners in Exton that publish fees

• Legacy Advisory Services, LLCExton$250/hr
• Pace WealthExton$500/hr
• Prowell Financial Management, LLCExton$50,000
• Whitford Financial PlanningExton$500⁠-⁠$1,000/mo, $1,500/qtr

Compare all 7 planners in Exton