Entrust Financial LLC fees and pricing
Financial planner in Wayne, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 1, 2026, Entrust Financial LLC charges $350 an hour and a flat or project fee of $3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“These fees are negotiable, with a minimum fixed fee of $3,500 and thereafter at $350 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
- Flat or project fee
- $3,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Entrust Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “One-quarter of the annual fee will be payable in advance on or about the first week of the quarter after the commencement of each quarter.”
- “For the initial period of an engagement, the fee is calculated on a pro-rata basis, which is calculated according to the actual number of days the assets were under management and is normally charged at the close of the initial quarter in arrears.”
- “Entrust Financial generally requires half the fee payable upon execution of the Financial Planning Agreement.”
How Entrust Financial LLC’s fees compare
- Its hourly rate of $350 is above the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Wayne that publish an hourly rate charge less.
- Its flat or project fee of $3,500 is below the Pennsylvania median of $3,650. 47% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 2 of the 6 other planners in Wayne that publish a flat or project fee charge less.
About Entrust Financial LLC
“Entrust Financial offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
- Firm size: 6 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.1% a year
- Clients
- 264
- Employees
- 6
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $350,937,674
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174694
- Phone
- (610) 687-3515
Can advise clients in 7 states: Delaware, Florida, Massachusetts, North Carolina, New Jersey, Pennsylvania, Texas
Other planners in Wayne that publish fees
- Addis & Hill, IncorporatedWayne$900, $5,000/yr
- Clovelly WealthWayne$3,000-$20,000
- Fortis Advisors, LLCWayne$1,500-$50,000
- Green Trails Wealth LLCWayne$500-$10,000, $100-$2,000/mo
- Paradigm Money Management, LLCWayne$750-$6,000
- TP Investment Advisory Services, LLCWayne$250/hr, $750-$10,000
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.