Esg Wealth Advisors fees and pricing

Financial planner in Lansdale, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 5, 2026, Esg Wealth Advisors charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The hourly rate shall not exceed $300/hour and will be noted specifically, if any, in the Advisory Agreement.”

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

“Fees will be billed after project completion and paid by check to ESG Wealth Advisors.”
“All prorated fees will be billed upon termination.”
“Any performance-based fees would be calculated and billed annually – allowing for sufficient time to measure results.”

Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
1 of the 3 other planners in Lansdale that publish an hourly rate charge less.

“The company provides personalized wealth management and financial planning services to individuals, families, and companies.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 11
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $31,600,174
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 324655
Website: esgwa.com (opens in new tab)
Phone: (267) 613-8406

Is something on this page wrong or out of date?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.