Godshalk Welsh Capital Management, Inc. fees and pricing
Financial planner in Radnor, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Godshalk Welsh Capital Management, Inc. charges $200 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Registrant’s planning and consulting fees are negotiable, but generally the Registrant charges between $1,000 and $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), or $200 per hour on an hourly basis.”
- Flat or project fee
- $1,000-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Godshalk Welsh Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “The Registrant shall deduct fees and/or bill clients quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
- “The Registrant’s annual investment advisory fee shall generally be paid quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter, unadjusted for account deposits and withdrawals during the billing period.”
How Godshalk Welsh Capital Management, Inc.’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 2 other planners in Radnor that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 spans the Pennsylvania median of $3,650. 43% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 3 other planners in Radnor that publish a flat or project fee charge less.
About Godshalk Welsh Capital Management, Inc.
“The client can engage the Registrant to provide discretionary investment advisory services on a fee-only basis.”
- Firm size: 2 employees.
- Registered as an adviser: 1991 (35 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate 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
- 1% a year
- Minimum
- No minimum stated in brochure
- Clients
- 110
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $290,498,677
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106410
- Phone
- (610) 971-0202
Can advise clients in 7 states: Colorado, Delaware, Florida, New Jersey, New York, Pennsylvania, Texas
Other planners in Radnor that publish fees
- Alegre Wealth Management, LLCRadnor$5,000-$7,500
- Clearview Financial PartnersRadnor$300/hr
- TGS Financial AdvisorsRadnor$3,500, $1,750/qtr
- Traverse Private WealthRadnor$250/hr
- Truewealth SolutionsRadnor$1,500-$7,000, $500-$800/qtr
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.