Conestoga Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Based on their experience and industry earned designations, our firm partners generally charge $500 per hour.”

Flat or project fee

$2,500⁠-⁠$10,000

“Fixed fees generally range from $2,500 to $10,000.”

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

How Conestoga Wealth Partners bills

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

• “Fees are negotiable and will depend on several factors including time spent with us, number of meetings, complexity of your situation, amount of research, services requested, and staff resources.”
• “You may elect to pay by credit/debit card or ACH payments.”
• “We request that you pay by check made payable to Conestoga Wealth Partners, LLC.”

How Conestoga Wealth Partners’ fees compare

• Its hourly rate of $500 is above the Washington median of $300. 95% of the 216 other Washington planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Gig Harbor that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Washington median of $3,250. 79% of the 103 other Washington planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Conestoga Wealth Partners

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

6

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301964

Website

conestogawealth.com (opens in new tab)

Phone

(253) 358-7966

Other planners in Gig Harbor that publish fees

• Briarwood FinancialGig Harbor$300/hr
• Gensphere Private Wealth, LLCGig Harbor$300/hr, $5,000⁠-⁠$20,000
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 6 planners in Gig Harbor