Ketwich Capital LLC fees
Financial planner in Malvern, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 19, 2026, Ketwich Capital LLC (Malvern, PA) charges a flat or project fee of $500-$5,000 and a monthly fee of $150-$500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change.
- Flat or project fee
- $500-
$5,000 Runs from below the Pennsylvania median of $4,000 to above it.
“The fixed fee can range between $500 and $5,000.”
- Monthly fee
- $150-
$500/mo “Comprehensive Financial Planning consists of an upfront charge of $1,000-$2,500 and an ongoing fee that is paid monthly, in advance, at the rate of $150-$500 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
How Ketwich Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and paid in arrears on a quarterly basis.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
About Ketwich Capital LLC
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 20
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $28.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 27, 2026
- CRD number
- 288832 (opens in new tab)
- Phone
- (646) 389-9446
Registered in 3 states: California, New York, Pennsylvania
Other planners in Malvern that publish fees
- Malvern Capital ManagementMalvernHourly $500/hr, Flat $2,500
- True Horizon Wealth Advisors, LLCMalvernHourly $250/hr, Flat $750-$10,000
- Woolstone Wealth ManagementMalvernFlat $5,000-$15,000
More planners in Pennsylvania that publish fees
- Schubert Financial LLCCoatesvilleHourly $200/hr, Flat $1,000-$3,500
- Incline Financial Planning LLCMarsFlat $500-$10,000, Quarterly $750-$10,000/qtr
- Altruistic Advisor LLCEast FallowfieldFlat $2,500-$7,500
- TGS Financial AdvisorsRadnorFlat $3,500, Quarterly $1,750/qtr
- Madi Manages Money LLCMurrysvilleFlat $2,000-$10,000, Monthly $100-$500/mo
- Financial Compass LLCPhiladelphiaHourly $500/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.