Conrad Siegel Investment Advisors fees and pricing
Financial planner in Harrisburg, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 4, 2026, Conrad Siegel Investment Advisors charges $105-$425 an hour and a flat or project fee of $1,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $105-$425/hr
“These fees are negotiable, but generally range from $1,000 to $100,000 on a fixed fee basis and/or from $105 to $425 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.”
- Flat or project fee
- $1,000-$100,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Conrad Siegel Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Thereafter, CSIA typically bills the plan sponsor for any additional time at the same hourly rate as its financial planning and consulting services.”
- “For certain clients, CSIA’s annual fee is prorated and paid either annually or semi-annually in arrears, based upon the market value of the assets on the last day of the year or the semi-annual period, as applicable.”
- “The annual fees are charged quarterly, in advance, based upon the market value of the assets being managed by CSIA on the last day of the previous billing period.”
How Conrad Siegel Investment Advisors’ fees compare
- Its hourly rate of $105-$425 spans the Pennsylvania median of $250. 54% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$100,000 spans the Pennsylvania median of $3,650. 98% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Harrisburg that publish a flat or project fee charge less.
About Conrad Siegel Investment Advisors
“Siegel, Inc. was founded in July 2002 and currently provides financial planning, consulting, and investment management services.”
- Firm size: 29 employees.
- Founded: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
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
- 0.6% a year
- Minimum
- $240 minimum fee (stated in brochure)
- Clients
- 395
- Employees
- 29
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, insurance companies, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $12,129,385,082
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123560
- Phone
- (717) 652-5633
Can advise clients in 10 states: California, Florida, Georgia, Louisiana, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia
Other planners in Harrisburg that publish fees
- Retirement Collaborative LLCHarrisburg$300/hr, $750-$1,500
- Sevenbridge Financial Group, LLCHarrisburg$5,000-$25,000
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.