Englebert Financial Advisers, LLC fees and pricing
Financial planner in Allentown, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 18, 2026, Englebert Financial Advisers, LLC charges $250 an hour and a flat or project fee of $2,000-$75,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Additional fees may be charged at a rate of $250/hour if the engagement exceeds the scope or hours initially negotiated.”
- Flat or project fee
- $2,000-$75,000
“Fees for Consulting Services are generally charged in full upon completion of the consultation as a fixed fee and vary between $2,000 and $75,000 depending on the scope of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Englebert Financial Advisers, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “However, for non-advisory clients, we offer financial assessment services for a negotiable hourly fee of up to $250 for a financial assessment and/or general consulting services.”
- “All deviations from published rates are subject to review and must be approved in advance by the Adviser’s Chief Compliance Officer.”
- “The first quarter’s management fee will also be Englebert Financial Advisers, LLC Investment Advisory Part 2A Brochure 10 prorated for the number of days that services were provided during the initial quarter.”
How Englebert Financial Advisers, LLC’s fees compare
- Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 6 other planners in Allentown that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$75,000 spans the Pennsylvania median of $3,650. 95% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Allentown that publish a flat or project fee charge less.
About Englebert Financial Advisers, LLC
“The Adviser may provide Clients with needs-based financial planning services as part of its overall investment management offering.”
- Firm size: 3 employees.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 1.5% a year
- Clients
- 264
- Employees
- 3
- Works with
- Individuals, high net worth individuals, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $156,618,612
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 300568
- Phone
- (484) 350-3301
Can advise clients in 4 states: Florida, Pennsylvania, Texas, Virginia
Other planners in Allentown that publish fees
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- Clearstream Planning, LLCAllentown$300/hr, $300-$20,000
- Erickson Financial Group, LLCAllentown$300/hr
- Liberty Asset ManagementAllentown$150-$300/hr, $300-$3,000
- Northeast Financial Group, Inc.Allentown$1,000/hr, $500-$20,000
- Pavilion Financial PlanningAllentown$400/hr, $450-$800/mo
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.