Crossgate Wealth Advisors, LLC fees
Financial planner in Newtown, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Crossgate Wealth Advisors, LLC (Newtown, PA) charges $250 an hour and a flat or project fee of $2,500-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Pennsylvania median of $250; 34% of the 151 other planners in Pennsylvania that publish an hourly rate charge less. Neither of the 2 other planners in Newtown charges less.
“Fees for Advisory Services Financial Planning Services-Stand-Alone engagement Financial plans are based on an hourly rate of $250 per hour.”
- Flat or project fee
- $2,500-
$5,000 Runs from below the Pennsylvania median of $4,000 to above it.
“Therefore, financial plans can cost the Client from $2,500 to $5,000 depending on the complexity of the Client's financial situation.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 6 employees
How Crossgate Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Some of these reports will be printed in advance of the follow up meeting.”
- “The Client will not be billed more than the maximum amount stated in the agreement even if we spend more hours than we estimated.”
- “The Investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 183
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $272 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 22, 2026
- CRD number
- 121856 (opens in new tab)
- Phone
- (215) 860-2234
Registered or notice filed in 10 states: Delaware, Florida, Massachusetts, Nebraska, New Hampshire, New Jersey, North Carolina, Pennsylvania, Texas, Virginia
Other planners in Newtown that publish fees
- 46 Peaks Investment Advisory GroupNewtownFlat $1,000-$5,000
- Innova Wealth Partners, LLCNewtownFlat $500-$10,000, Monthly $1,000-$2,000/mo
- KEJ Financial AdvisorsNewtownHourly $325/hr, Flat from $2,000
- Towercrest Capital Management, LLCNewtownHourly $300/hr
More planners in Pennsylvania that publish fees
- Brookhouse AdvisorsMeadvilleHourly $200/hr
- JRM Tax & Wealth Management, LLCAstonHourly $250/hr, Flat $1,000-$10,000
- Krown AdvisoryBlue BellHourly $200-$500/hr, Flat $1,000-$9,000
- One-Up FinancialErieQuarterly $250-$750/qtr
- SP Wealth PlanningChurchvilleHourly $250-$450/hr, Flat $100-$1,000
- Mpower Wealth Management, LLCDrexel HillHourly $100-$250/hr, Flat from $3,000
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.