Green Trails Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“Comprehensive Financial Planning Services Comprehensive Financial Planning consists of an initial fee (“Initial Fee”) of $500-$10,000 and an ongoing fee (“Ongoing Fee”) that is paid monthly, in arrears, at the rate of $100-$2,000 per month.”

Monthly fee

$100⁠-⁠$2,000/mo

From the same sentence as above.

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

How Green Trails Wealth LLC bills

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

• “Fees are negotiable and the final agreed upon Initial fee and Ongoing fee will be outlined in your Advisory Contract.”
• “Educational Seminars and Speaking Engagements may be provided pro-bono at GTW’s discretion. 7 Fee Payment For Comprehensive Financial Planning Services and Educational Seminars / Speaking Engagements, fees are paid by electronic funds transfer (EFT) or check.”
• “Terminations and Refunds For Comprehensive Financial Planning Services, the Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”

How Green Trails Wealth LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the Pennsylvania median of $3,650. 64% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Wayne 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 Green Trails Wealth LLC

• Principal: Jonathan Tang
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329988

Website

greentrailswealth.com (opens in new tab)

Phone

(630) 373-8953

Other planners in Wayne that publish fees

• Addis & Hill, IncorporatedWayne$900, $5,000/yr
• Clovelly WealthWayne$3,000⁠-⁠$20,000
• Entrust Financial LLCWayne$350/hr, $3,500
• Fortis Advisors, LLCWayne$1,500⁠-⁠$50,000
• Paradigm Money Management, LLCWayne$750⁠-⁠$6,000
• TP Investment Advisory Services, LLCWayne$250/hr, $750⁠-⁠$10,000

Compare all 12 planners in Wayne