Goal Quest Advisors, LLC fees and pricing
Financial planner in Berwyn, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 22, 2026, Goal Quest Advisors, LLC charges $200 an hour and an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Level 2 Financial Planning Only $200 per hour Note:”
- Annual fee
- $3,000/yr
“GoalQuest charges a minimum annual fee of $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Goal Quest Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for new clients are prorated from the date services begin.”
- “Fees for new clients are prorated from the date services begin.”
- “Other than Level 2, fees are assessed quarterly in advance.”
How Goal Quest Advisors, LLC’s fees compare
- Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 3 other planners in Berwyn that publish an hourly rate charge less.
- Its annual fee of $3,000 is below the Pennsylvania median of $6,000. 32% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- 1 of the 2 other planners in Berwyn that publish an annual fee charge less.
About Goal Quest Advisors, LLC
“Clients may impose restrictions and limitations on investing in certain types of securities. • GoalQuest is a fee-only, multi-disciplinary independent Registered Investment Advisor (RIA) that provides comprehensive financial planning and investment management services. • GoalQuest’s clients are regular, every-day…”
- Principal: Erik Evans
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Founded: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 0.75% a year
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 45
- Employees
- 2
- 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
- $109,147,866
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159361
- Phone
- (484) 602-5941
Other planners in Berwyn that publish fees
- Ellis Investment Partners, LLCBerwyn$150-$500/hr, $500-$5,000
- Great Valley Advisor Group, LLCBerwyn$2,500/yr
- K Wealth AdvisorsBerwyn$500/hr
- Sterling Investment Advisors LTD.Berwyn$2,000-$20,000
- Trinity Wealth Management, LLCBerwyn$500/hr, $5,000-$50,000
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.