Cordatus Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$1,000

“For clients whose assets are managed by Cordatus, the financial planning fee will vary, but is generally expected to be a fixed fee of between $500 and $1,000 per plan.”

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

How Cordatus Wealth Management LLC bills

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

• “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
• “Fees are negotiable and will be determined by the scope and nature of the services provided, the size of the account, the complexity of the plan document and other factors.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”

How Cordatus Wealth Management LLC’s fees compare

• Its flat or project fee of $500-$1,000 is below the Pennsylvania median of $3,650. 9% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• None of the 4 other planners in Yardley that publish a flat or project fee charge less.

About Cordatus Wealth Management LLC

• Firm size: 6 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Equity compensation

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

1.5% a year

Clients

308

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$630,374,581

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

282871

Website

cordatuswealth.com (opens in new tab)

Phone

(215) 579-5981

Can advise clients in 9 states: California, Connecticut, Florida, Maryland, North Carolina, New Jersey, New York, Pennsylvania, Texas

Other planners in Yardley that publish fees

• Attleboro Wealth Management LLCYardley$50,000
• Prometheus Capital Management Corp.Yardley$350/hr, $500⁠-⁠$10,000
• Tobin Investment Planning LLCYardley$1,000⁠-⁠$10,000
• Ventura Wealth ManagementYardley$250⁠-⁠$500/hr, $2,500⁠-⁠$12,500

Compare all 9 planners in Yardley