Felton Wealth, LLC fees and pricing
Financial planner in Wheeling, West Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 22, 2026, Felton Wealth, LLC charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Full Financial Plan For a full financial plan services are offered based on a flat fee of $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Felton Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “If margin is utilized, the fees will be billed based on the net asset value 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 Felton Wealth, LLC’s fees compare
- Its flat or project fee of $500 is below the West Virginia median of $4,525. None of the 7 other West Virginia planners that publish a flat or project fee charge less.
- None of the 3 other planners in Wheeling that publish a flat or project fee charge less.
About Felton Wealth, LLC
- Principal: Robert Felton
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 344499
- Phone
- (304) 907-6076
Can advise clients in 1 state: Ohio
Other planners in Wheeling that publish fees
- Anthony Investment Management, LLCWheeling$100-$10,000
- Fort Henry Capital, LLCWheeling$150-$400/hr, $500-$5,000
- Mckinley Carter Wealth Services, Inc.Wheeling$50-$500/hr, $1,000-$20,000
- Freedom Financial Advisors, LLCSouth Charleston$200-$3,000
- Global Freedom Financial LLCSouth Charleston$250/hr, $1,000-$12,000
- Hoxton Planning & Management, LLCShepherdstown$350/hr, $2,500/yr
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.