Elm Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“Elm Lifetime Investing & Spending Analysis Service Elm Partners typically offers the Elm Lifetime Investing & Spending Analysis Service for a fixed engagement fee of $5,000 per engagement.”

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

How Elm Wealth bills

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

• “In the first month of service, an investor’s pro-rata share of the Fund’s management fees is prorated from the subscription date to the end of the first month.”
• “Fees are billed at the end of each month, based on the average daily market value over the month.”
• “The investment management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”

How Elm Wealth’s fees compare

• Its flat or project fee of $5,000 is above the Pennsylvania median of $3,650. 57% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 8 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.

About Elm Wealth

• Firm size: 9 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2012 (14 years).

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

0.12% a year

Clients

644

Employees

9

Works with

Individuals, high net worth individuals, investment companies, pooled investment vehicles, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles

Assets managed

$3,018,199,851

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

167225

Website

twitter.com/elmpartners?lang=en (opens in new tab)

Phone

(888) 676-3148

Can advise clients in 28 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Massachusetts, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Wyoming

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Financial Compass LLCPhiladelphia$500/hr, $500

Compare all 30 planners in Philadelphia