Great Valley Tax & Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 24, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The current rate is $250 per hour.”

Flat or project fee

$3,500

“Our Financial Planning Preparation flat fee is $3,500 and it includes a full review of Clients’ investments, goals, risk assessment, and recommendations.”

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

How Great Valley Tax & Financial Services bills

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

• “Fees for advisory services are billed hourly for hourly advice or a flat fee for a full financial plan.”
• “We hold an updated calendar, and Clients can easily schedule regular check-in meeting if needed.”
• “The Client is asked to review, sign, and return the letter before the work may begin. 6 Invoices are sent by email at the end of an engagement.”

How Great Valley Tax & Financial Services’ 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.
• 2 of the 3 other planners in Paoli that publish an hourly rate charge less.
• Its flat or project fee of $3,500 is below the Pennsylvania median of $3,650. 47% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Great Valley Tax & Financial Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$125 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339647

Website

instagram.com/greatvalleytax (opens in new tab)

Phone

(484) 343-9075

Other planners in Paoli that publish fees

• Falco Wealth ManagementPaoli$1,375⁠-⁠$2,500/qtr, $2,125/yr
• Harvest Financial PartnersPaoli$350/hr, $250⁠-⁠$4,000
• Milvian Bridge AdvisoryPaoli$200/hr
• Northeast Advisers, Inc.Paoli$200/hr

Compare all 8 planners in Paoli