Green Drake Advisors LLC fees and pricing

Financial planner in Bryn Mawr, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Green Drake Advisors LLC charges $150⁠-⁠$1,200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$1,200/hr; “These fees are negotiable but may generally range from $2,500 to $10,000 or more on a fixed fee basis and/or from $150 to $1,200 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the consulting services.”

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

“Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
“Generally, Consulting Fees will be payable in quarterly installments.”
“While almost all of our clients choose to have their fee debited from their account, we will invoice clients upon request.”

Its hourly rate of $150-$1,200 spans the Pennsylvania median of $250. 99% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2011 (15 years).

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
Clients: 18
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
Assets managed: $8,410,796
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 156156
Website: greendrakeadvisors.com (opens in new tab)
Phone: (610) 687-7766

Is something on this page wrong or out of date?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.