PlannerFees

Haverford Wealth Management, LLC fees and pricing

Financial planner in Erie, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 23, 2026, Haverford Wealth Management, LLC charges $250 an hour and a flat or project fee of $2,500⁠-⁠$7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Standalone financial planning is offered on either an hourly or a fixed-fee basis: 5 Hourly fee: $250 per hour.”
Flat or project fee
$2,500⁠-⁠$7,500
“$2500 to $7,500, depending on the scope and complexity of the engagement.”

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

How Haverford Wealth Management, LLC bills

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

  • “Fees are negotiable, and may be lower than this amount , based on the nature of the account.”
  • “The fee applicable to a particular engagement is negotiable and is set forth in the written advisory agreement executed by the client before services begin.”
  • “Standalone financial planning fees are billed upon delivery of the plan and are payable by check or electronic funds transfer.”

How Haverford Wealth Management, LLC’s 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.
  • 1 of the 2 other planners in Erie that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$7,500 spans the Pennsylvania median of $3,650. 57% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Erie that publish a flat or project fee charge less.

About Haverford Wealth Management, LLC

“The firm provides services to individuals, trusts, foundations, retirement plans, and corporations. Financial planning is a structured process in which a client’s current financial circumstances are reviewed, goals are identified, and a customized plan is developed to help achieve those goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

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
1.5% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
343087
Phone
(609) 881-0101

Other planners in Erie that publish fees

Compare all 8 planners in Erie

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.