PlannerFees

George J. Appel fees and pricing

Financial planner in Harveys Lake, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated November 20, 2025, George J. Appel charges $250 an hour, a flat or project fee of $1,200⁠-⁠$7,500, a monthly fee of $35, and an annual fee of $750⁠-⁠$4,800 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 20, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The current rate is $250 per hour and is based on the complexity of the issues to be addressed.”
Flat or project fee
$1,200⁠-⁠$7,500
“The range for the initial planning service is $1,200 - $7,500.”
Monthly fee
$35/mo
“Overdue payment fees of $35/month may be charged for past due accounts.”
Annual fee
$750⁠-⁠$4,800/yr
“The range for ongoing planning services in years 2, 3 and so on is $750 - $4,800 per year.”

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

How George J. Appel bills

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

  • “Payment of $250 is requested in advance and the balance is due according to the terms of the Retainer agreement.”
  • “Services provided in excess of the Item 5: maximum hours quoted in any agreement will be billed at the current hourly rate and due upon receipt of invoice.”
  • “Payment of $350 is requested in advance and the balance is due according to the terms of the Retainer agreement.”

How George J. Appel’s fees compare

  • Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,200-$7,500 spans the Pennsylvania median of $3,650. 55% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • Its annual fee of $750-$4,800 is below the Pennsylvania median of $6,000. 31% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About George J. Appel

“This means CFP® professionals must provide financial planning services in the best interests of their clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 1994 (32 years).

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% a year
Minimum
$350 minimum fee (stated in brochure)
Clients
50
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$40,902,124
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
121081
Phone
(570) 639-1382

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