CWR Capital Management LLC fees
Financial planner in Lancaster, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 13, 2026, CWR Capital Management LLC (Lancaster, PA) charges a flat or project fee of $3,000 for financial planning.
- Website: cwrcapitalmanagement.com (opens in new tab)
- Call (717) 203-8362
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change.
- Flat or project fee
- $3,000
Below the Lancaster median of $3,250; 3 of the 7 other planners in Lancaster that publish a flat or project fee charge less. Below the Pennsylvania median of $4,000; 33% of the 114 other planners in Pennsylvania charge less.
“The negotiated fixed rate for creating client financial plans is $3,000.”
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
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How CWR Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of CCML's fees within five business days of signing the Investment Advisory Contract.”
- “Upon termination, any unearned fees paid in advance will be refunded to the client on a pro-rata basis.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees
- Clients
- 20
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 13, 2026
- CRD number
- 314201 (opens in new tab)
- Phone
- (717) 203-8362
Other planners in Lancaster that publish fees
- Harlan Financial LLCLancasterHourly up to $250/hr, Flat $1,800-$5,500
- PSI Capital ManagementLancasterHourly up to $400/hr, Flat $1,000-$2,500
- Strubel Investment Management, LLCLancasterHourly $100-$300/hr
- Atwater MalickLancasterHourly $500/hr, Flat from $5,000
- Mangolds Investment Advisors Inc.LancasterHourly $100/hr
- Omicron Advisors, LLCLancasterHourly up to $350/hr, Annual $2,500-$10,000/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.