Crosswalk Investment Advisory, Inc. fees and pricing
Financial planner in Strasburg, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Crosswalk Investment Advisory, Inc. charges $85-$150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $85-$150/hr
“Financial Planning and Consulting fees are charged on an hourly basis ranging from $85- $150/hour and are negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crosswalk Investment Advisory, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are not collected for services to be performed 4 more than six months in advance.”
- “New accounts may be charged a prorated initial fee based on the amount of time left in the quarter.”
- “Clients will receive an invoice, which will include, among other things, the amount of the fee, how the fee was calculated, the value of the assets on which the fee was based, notice that the fee is a prepaid fee, and the time frame which the fee covers.”
How Crosswalk Investment Advisory, Inc.’s fees compare
- Its hourly rate of $85-$150 is below the Pennsylvania median of $250. 3% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Crosswalk Investment Advisory, Inc.
“Crosswalk Investment Advisory, Inc. is a registered investment advisory firm which offers investment management, financial planning, and consulting services. Crosswalk Investment Advisory, Inc. offers financial planning services including comprehensive and limited financial and investment plans.”
- Firm size: 2 employees.
- Registered as an adviser: 1999 (27 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 171
- Employees
- 2
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $63,855,249
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123428
- Phone
- (717) 295-8881
Can advise clients in 2 states: North Carolina, Pennsylvania
Other planners in Pennsylvania that publish fees
- 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
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
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.