Interchange Capital Partners fees and pricing
Financial planner in Pittsburgh, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 17, 2026, Interchange Capital Partners charges a flat or project fee of $12,000-$120,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $12,000-$120,000
“Interchange Capital Partners charges a fixed fee for financial planning services, which generally ranges between $12,000 and $120,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Interchange Capital Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Wealth management fees are negotiable and depend upon the size and composition of a client's portfolio and the type of services rendered.”
- “The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Interchange Capital Partners on the last day of the previous billing period.”
- “If assets in excess of $50,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
How Interchange Capital Partners’ fees compare
- Its flat or project fee of $12,000-$120,000 is above the Pennsylvania median of $3,650. 99% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 14 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.
About Interchange Capital Partners
“Interchange Capital Partners offers a variety of advisory services, which include financial planning, and investment and wealth management services.”
- Firm size: 13 employees.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Clients
- 196
- Employees
- 13
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $743,604,446
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309314
- Phone
- (412) 307-4230
Can advise clients in 7 states: California, Florida, Massachusetts, New York, Ohio, Pennsylvania, Texas
Other planners in Pittsburgh that publish fees
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A. Neff Associates LLCPittsburgh$150/hr
- Allegheny Financial GroupPittsburgh$500/hr
- Allegheny InvestmentsPittsburgh$500/hr
- Centerview Wealth Advisors, LLCPittsburgh$100-$300/hr, $500-$30,000
- DS Wealth Advisors, Inc.Pittsburgh$100-$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.