I.m.s. Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $125.”

Flat or project fee

$250⁠-⁠$1,500

“Form ADV 2A Version: 2/17/2026 3 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $250 and $1,500.”

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

How I.m.s. Wealth Management, LLC bills

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

• “Fees are paid monthly in advance, and clients may terminate their contracts with fifteen days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the month terminated.”

How I.m.s. Wealth Management, LLC’s fees compare

• Its hourly rate of $125 is below the Pennsylvania median of $250. 4% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 2 other planners in Erie that publish an hourly rate charge less.
• Its flat or project fee of $250-$1,500 is below the Pennsylvania median of $3,650. 10% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Erie that publish a flat or project fee charge less.

About I.m.s. Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2012 (14 years).

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

Clients

56

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$38,375,120

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164717

Website

imswealthmanagement.com (opens in new tab)

Phone

(814) 454-1133

Can advise clients in 2 states: New York, Pennsylvania

Other planners in Erie that publish fees

• Evident FinancialErie$125⁠-⁠$250, $2,500/yr
• Haverford Wealth Management, LLCErie$250/hr, $2,500⁠-⁠$7,500
• One-Up FinancialErie$250⁠-⁠$750
• Provident Wealth Management IncErie$300⁠-⁠$500/hr
• Robbins Wealth ManagementErie$3,000/yr

Compare all 8 planners in Erie