PlannerFees

Fident Financial, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 11, 2026, Fident Financial, LLC charges a flat or project fee of $3,000⁠-⁠$6,500, a monthly fee of $500, and an annual fee of $6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,000⁠-⁠$6,500
“The fixed fee can range between $3,000 and $6,500.”
Monthly fee
$500/mo
“If either party terminates the agreement before completion, upon termination, the half of the fee that is due up front will be prorated and refunded to the client, and no further fees will be charged. ​ Ongoing Comprehensive Financial Planning Comprehensive Financial Planning consists of a household minimum fee of…”
Annual fee
$6,000/yr

From the same sentence as above.

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

How Fident Financial, LLC bills

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

  • “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due upon completion of work, however, FFL will not bill an amount above $500.00 more than 6 months in advance.”
  • “Fees for this service may be paid by electronic funds transfer or check.”
  • “Fees for this service may be paid by electronic funds transfer or check.”

How Fident Financial, LLC’s fees compare

  • Its flat or project fee of $3,000-$6,500 spans the Pennsylvania median of $3,650. 56% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • 6 of the 9 other planners in Lancaster that publish a flat or project fee charge less.
  • Its annual fee of $6,000 matches the Pennsylvania median of $6,000. 49% of the 74 other Pennsylvania planners that publish an annual fee charge less.
  • None of the 3 other planners in Lancaster that publish an annual fee charge less.

About Fident Financial, LLC

“The firm provides fee-only financial planning and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jeremy C. Walter
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, CPA, and ChFC®.
  • Founded: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
3% a year
Minimum
$6,000 minimum fee (stated in brochure)
Clients
86
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$55,317,604
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
286510
Website
fidentfinancial.com (opens in new tab)
Phone
(717) 208-2235

Other planners in Lancaster that publish fees

Compare all 27 planners in Lancaster

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.