Fat Cat Financial Advisor fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“- 2- CONSULTING FEES Financial Planning Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$3,000⁠-⁠$15,000

“COMPREHENSIVE FINANCIAL PLAN FEES Financial Planning Services are offered based on a flat fee between $3,000 and $15,000.”

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

How Fat Cat Financial Advisor bills

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

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid-billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Fat Cat Financial Advisor’s fees compare

• 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.
• Its flat or project fee of $3,000-$15,000 spans the Pennsylvania median of $3,650. 80% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Fat Cat Financial Advisor

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342773

Website

instagram.com/fatcatfinancial (opens in new tab)

Phone

(215) 326-9392

Other planners in Norristown that publish fees

• Linc Wealth SolutionsNorristown$200/hr, $500⁠-⁠$10,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr

Compare all 621 planners in Pennsylvania