Invariant Investment Management fees and pricing
Financial planner in Camp Hill, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 27, 2026, Invariant Investment Management charges a monthly fee of $125-$250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $125-$250/mo
“Fixed fees for financial planning may be paid for via Advice Pay, and generally range between $1,000 and $2,000 up front, plus between $125 to $250 per month based on the nature and complexity of financial planning services to be rendered to the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Invariant Investment Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment management agreement signed by Adviser and the client.”
- “Alternatively, clients may elect to be invoiced for fees instead of having fees directly deducted from their account.”
- “The monthly recurring fees are charged in arrears.”
About Invariant Investment Management
- Firm size: 7 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Tax 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
- 1.5% a year
- Clients
- 313
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $182,679,710
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 168772
- Phone
- (717) 317-9006
Can advise clients in 6 states: California, Florida, Indiana, Kentucky, Maryland, Pennsylvania
Other planners in Camp Hill that publish fees
- Keller Financial GroupCamp Hill$250-$500/hr, $300-$30,000
- Mercantile Advisors, LLCCamp Hill$75-$150/hr, $250-$2,500
- River Wealth Advisors LLCCamp Hill$150-$300/hr
- 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
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.