PlannerFees

Kohlhepp Investment Advisors, LTD. fees and pricing

Financial planner in Doylestown, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Kohlhepp Investment Advisors, LTD. charges $450 an hour and an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$450/hr
“The fee is negotiable and varies from client to client but does not exceed $450 per hour.”
Annual fee
$1,000/yr
“The minimum annual fee is $1000.”

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

How Kohlhepp Investment Advisors, LTD. bills

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

  • “The advisory fee is payable upon entering into contract and includes such direct costs as consultation, data gathering, record keeping, analysis, set up, etc.”
  • “In certain cases, a client may receive an invoice in lieu of the direct debit.”
  • “If invoiced fee payments have not been made within 60 days of the billing date, Kohlhepp Investment Advisors, Ltd. reserves the right to debit the account for the overdue fee.”

How Kohlhepp Investment Advisors, LTD.’s fees compare

  • Its hourly rate of $450 is above the Pennsylvania median of $250. 89% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 5 of the 5 other planners in Doylestown that publish an hourly rate charge less.
  • Its annual fee of $1,000 is below the Pennsylvania median of $6,000. 7% of the 74 other Pennsylvania planners that publish an annual fee charge less.
  • None of the 2 other planners in Doylestown that publish an annual fee charge less.

About Kohlhepp Investment Advisors, LTD.

“Firm provides comprehensive financial planning services to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Registered as an adviser: 2001 (25 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
2.5% a year
Minimum
$1,000 minimum fee (stated in brochure)
Clients
201
Employees
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$204,634,160
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
113989
Website
kohlheppadvisors.com (opens in new tab)
Phone
(215) 340-5777

Can advise clients in 6 states: Florida, Louisiana, New Jersey, Pennsylvania, Texas, Virginia

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