PlannerFees

Earndex, LLC fees and pricing

Financial planner in Bryn Mawr, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Earndex, LLC charges a flat or project fee of $100⁠-⁠$30,000 and a monthly fee of $100⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$100⁠-⁠$30,000
“The fixed fee can range between $100.00 and $30,000.00 based on the complexity and the scope of engagement.”
Monthly fee
$100⁠-⁠$3,000/mo
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500.00 to $3,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $100.00 to $3,000.00 per month, depending on the complexity and needs of…”

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

How Earndex, LLC bills

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

  • “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.”
  • “An account may be terminated with written notice at least 30 calendar days in advance.”

How Earndex, LLC’s fees compare

  • Its flat or project fee of $100-$30,000 spans the Pennsylvania median of $3,650. 90% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Earndex, LLC

“Earndex provides comprehensive financial planning advice to individuals, families, and businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: David Tomback
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Clients
8
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$31,968,033
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
300023
Website
earndex.com (opens in new tab)
Phone
(917) 408-3399

Can advise clients in 2 states: New York, Pennsylvania

Other planners in Bryn Mawr that publish fees

Compare all 3 planners in Bryn Mawr

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.