GT Wealth LLC fees and pricing
Financial planner in Lebanon, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, GT Wealth LLC charges an annual fee of $3,600-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,600-$10,000/yr
“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at a rate starting at $3,600 per year that will not exceed $10,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How GT Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of the fee will be due at the beginning of the engagement, and the remainder is due upon delivery of the Retirement Readiness Roadmap.”
- “Clients will be billed in arrears for our services in equal monthly or quarterly installments.”
- “The fees are based on the complexity, scope of the plan and needs of the client and may be negotiable in certain cases.”
How GT Wealth LLC’s fees compare
- Its annual fee of $3,600-$10,000 spans the Pennsylvania median of $6,000. 53% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About GT Wealth LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $3,360,978
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315874
- Phone
- (570) 269-5055
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
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.