Ethos Capital Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“AND CONSULTING ECM charges a fee of $350 per hour for financial planning services.”

Flat or project fee

$1,650

“The minimum cost of a Financial Planning analysis is $1,650.”

Monthly fee

$25/mo

“For these accounts, there is a $300 annual administration fee ($25.00 per month). 7 SUB-ADVISORY AGREEMENTS ECM may select on behalf of Client or recommend to Client the services of a Sub-Advisor to manage all or a portion of the Client’s investment portfolios.”

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

How Ethos Capital Management, Inc. bills

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

• “Fees are billed monthly in advance based on the average daily balance during the previous month.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “In cases where an additional subadvisory fee is charged by a Sub-Advisor, the Client will not be billed a separate sub advisory fee in addition to the fee Client pays to ECM.”

How Ethos Capital Management, Inc.’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.
• 5 of the 5 other planners in Newtown that publish an hourly rate charge less.
• Its flat or project fee of $1,650 is below the Pennsylvania median of $3,650. 24% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Newtown that publish a flat or project fee charge less.

About Ethos Capital Management, Inc.

• Firm size: 4 employees.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

1.25% a year

Clients

181

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$155,381,974

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

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

SEC CRD number

313145

Website

linkedin.com/company/ethos-capital-advisors (opens in new tab)

Phone

(215) 968-1820

Can advise clients in 5 states: Florida, New Jersey, Pennsylvania, South Carolina, Texas

Other planners in Newtown that publish fees

• Anthony Petsis & Associates Inc.Newtown$230/hr
• Innova Wealth Partners, LLCNewtown$500⁠-⁠$10,000, $1,000⁠-⁠$2,000/mo
• Insight Advisors, LLCNewtown$250/hr, $575/mo
• Jmac Enterprises LLCNewtown$2,500⁠-⁠$25,000/yr
• Kej Financial AdvisorsNewtown$325/hr, $2,000
• Main Street Financial Solutions, LLCNewtown$300⁠-⁠$15,000

Compare all 15 planners in Newtown