Element Risk Wealth Advisors fees and pricing
Financial planner in Hanover, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 18, 2025, Element Risk Wealth Advisors charges a flat or project fee of $2,500-$5,000 and an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 18, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$5,000
“- 4- FINANCIAL PLANNING AND CONSULTING ERWA charges a fixed fee between $2,500 and $5,000 based on complexity and the Client’s unique situation.”
- Annual fee
- $2,000/yr
“The Client pays the same $2,000 annual fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Element Risk Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial plans are due in advance upon signing of the Advisory Agreement.”
How Element Risk Wealth Advisors’ fees compare
- Its flat or project fee of $2,500-$5,000 spans the Pennsylvania median of $3,650. 51% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- Its annual fee of $2,000 is below the Pennsylvania median of $6,000. 14% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Element Risk Wealth Advisors
- Firm size: 3 employees.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Employees
- 3
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339642
- Phone
- (717) 632-1220
Can advise clients in 2 states: Ohio, Pennsylvania
Other planners in Hanover that publish fees
- Scott Financial Resources LLCHanover$500-$5,000
- 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
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.