Great Valley Advisor Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,500/yr

“Such fees typically do not exceed $2,500 per year, but this fee is also negotiable, and may exceed this amount depending upon the complexity and scope of the plan, the client’s financial situation, and objectives.”

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

How Great Valley Advisor Group, LLC bills

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

• “If you terminate your participation in a TPA’s program within five business days of inception, you will receive a full refund of the fee.”
• “The fixed fee for initial financial planning services ranges up to $16,000 and is negotiable, depending upon the complexity and scope of the plan, the client’s financial situation, and objectives.”
• “Our fees for retirement plan consulting are negotiable and based on services selected.”

How Great Valley Advisor Group, LLC’s fees compare

• Its annual fee of $2,500 is below the Pennsylvania median of $6,000. 24% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• None of the 2 other planners in Berwyn that publish an annual fee charge less.

About Great Valley Advisor Group, LLC

• Firm size: 325 employees.
• Founded: 1986 (40 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

2.5% a year

Clients

36,836

Employees

325

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$10,599,707,027

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123913

Website

weddingtonadvisors.com (opens in new tab)

Phone

(610) 296-7630

Can advise clients in 48 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Berwyn that publish fees

• Ellis Investment Partners, LLCBerwyn$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Goal Quest Advisors, LLCBerwyn$200/hr, $3,000/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

Compare all 8 planners in Berwyn