Defiant Capital Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$45,000

“The fixed fee can typically range between $5,000.00 and $45,000.00, depending on complexity and the needs of the client.”

Annual fee

$8,000⁠-⁠$100,000/yr

“Fees for Ongoing Services generally range from $8,000 to $100,000 annually, depending on the scope and complexity of the engagement, the Client’s needs and circumstances, and the resources required to provide the agreed-upon services.”

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

How Defiant Capital Group bills

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

• “Advisory fees are prorated and paid in arrears on a quarterly basis based on the value of the portfolio as of the last day of the quarter.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Defiant Capital Group’s fees compare

• Its flat or project fee of $5,000-$45,000 is above the Pennsylvania median of $3,650. 93% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• Its annual fee of $8,000-$100,000 is above the Pennsylvania median of $6,000. 99% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Defiant Capital Group

• Principal: Jonathan Dane
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

40

Employees

3

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$49,804,697

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309626

Website

defiantcg.com (opens in new tab)

Phone

(412) 697-1435

Other planners in Warrendale that publish fees

• Petredis Investment AdvisorsWarrendale$250⁠-⁠$750/hr
• 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

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