Invested Advisors fees and pricing
Financial planner in State College, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 13, 2026, Invested Advisors charges $250-$500 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“InVested offers financial planning services on an hourly basis ranging from $250 to $500 per hour or at a fixed fee ranging from $1,000 to $5,000.”
- Flat or project fee
- $1,000-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Invested Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”
- “Fees are negotiable in the sole discretion of InVested and may deviate from the tiered fee schedule above as agreed upon in the investment advisory agreement.”
- “Financial Planning fees will be due upon receipt of the invoice from InVested.”
How Invested Advisors’ fees compare
- Its hourly rate of $250-$500 is above the Pennsylvania median of $250. 80% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 spans the Pennsylvania median of $3,650. 43% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Invested Advisors
“InVested provides financial planning, investment management, and consulting services to individuals, high net worth individuals and businesses (each a “Client”). InVested provides a variety of financial planning services to individuals and families.”
- Firm size: 5 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Charitable giving
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
- 1.3% a year
- Clients
- 266
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $268,278,361
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311243
- Phone
- (814) 235-2703
Can advise clients in 7 states: Florida, Maryland, North Carolina, New Hampshire, Pennsylvania, Tennessee, Texas
Other planners in State College that publish fees
- Mcclarren Financial AdvisorsState College$5,000-$100,000/yr
- Phelps Financial AdvisorsState College$200/hr, $1,200-$3,600
- 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
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.