Hyperion Financial fees and pricing
Financial planner in Shillington, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Hyperion Financial charges a flat or project fee of $495-$2,495 and a monthly fee of $75 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $495-$2,495
“The fixed fee can range between $495.00 and $2495.00, depending on complexity and the needs of the Client.”
- Monthly fee
- $75/mo
“Clients will pay an ongoing monthly fee that is paid in advance, at a rate of $75.00 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hyperion Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable, prorated and paid in advance on a quarterly basis.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Hyperion Financial’s fees compare
- Its flat or project fee of $495-$2,495 is below the Pennsylvania median of $3,650. 19% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Hyperion Financial
- Principal: Michael Hartman
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
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
- 182
- Employees
- 3
- 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, and selecting other advisers
- Assets managed
- $89,832,614
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313014
- Phone
- (484) 578-9152
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.