Global Advisers, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Global Advisers charges either an hourly fee of $250 per hour or a flat fee between $1,000 and $2,000 for financial-planning services.”

Flat or project fee

$1,000⁠-⁠$2,000

From the same sentence as above.

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

How Global Advisers, LLC bills

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

• “The annual rate is applied to the month-end or quarter-end value of managed assets using the blended fee schedule below and is prorated for the applicable billing period.”
• “The fee is deducted from the applicable CRA assets monthly or quarterly in arrears under the plan and account arrangement.”
• “Fees are negotiable.     Hourly fee: $250 per hour.”

How Global Advisers, LLC’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.
• 6 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,000 is below the Pennsylvania median of $3,650. 20% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.

About Global Advisers, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Equity compensation
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

2% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

34

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$11,080,074

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

175181

Website

twitter.com/globaladvisers (opens in new tab)

Phone

(800) 832-8514

Can advise clients in 3 states: California, Florida, Pennsylvania

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Elm WealthPhiladelphia$5,000

Compare all 30 planners in Philadelphia