Courtside Wealth Partners LLC fees and pricing
Financial planner in Blue Bell, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 20, 2026, Courtside Wealth Partners LLC charges a monthly fee of $750 and an annual fee of $9,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $750/mo
“Ongoing Financial Planning 8 We charge an annual fixed fee of $9,000 ($750 per month) for Ongoing Financial Planning.”
- Annual fee
- $9,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Courtside Wealth Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Courtside Wealth Partners LLC’s fees compare
- Its annual fee of $9,000 is above the Pennsylvania median of $6,000. 59% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Courtside Wealth Partners LLC
- Principal: Nisiar Smith
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
- Business owners
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
- 0.7% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,733,760
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332257
- Phone
- (215) 678-6081
Other planners in Blue Bell that publish fees
- Amplius Wealth AdvisorsBlue Bell$200-$750/hr, $5,000-$50,000
- Blue Bell Private Wealth Management, LLCBlue Bell$250-$500/hr, $250-$10,000
- Coombs Wealth Advisory, LLCBlue Bell$1,000-$2,500
- Krown AdvisoryBlue Bell$200-$500/hr, $1,000-$9,000
- Scarsdale Investment Group, LTD.Blue Bell$200-$300/hr, $1,750-$3,741/mo
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.