Kriczky Wealth Management LLC fees and pricing
Financial planner in Downingtown, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 26, 2026, Kriczky Wealth Management LLC charges $400 an hour and a flat or project fee of up to $30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Individual Consultation Services Individual Consultation Services are offered based on an hourly fee of $400 per hour.”
- Flat or project fee
- Up to $30,000
“Full Financial Plan Full Financial Planning services are offered on a fixed fee basis ranging from $0-$30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kriczky Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the account balance at the end of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees are billed quarterly in advance based on the account value as of the last day of the previous quarter.”
How Kriczky Wealth Management LLC’s fees compare
- Its hourly rate of $400 is above the Pennsylvania median of $250. 83% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Downingtown that publish an hourly rate charge less.
- Its flat or project fee of up to $30,000 spans the Pennsylvania median of $3,650. 89% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Downingtown that publish a flat or project fee charge less.
About Kriczky Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2023 (3 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
- 1% a year
- Clients
- 14
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $17,939,488
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324816
- Phone
- (610) 314-7035
Can advise clients in 2 states: Pennsylvania, Virginia
Other planners in Downingtown that publish fees
- Bruton Chisnell Advisors, LLCDowningtown$100-$250/hr, $500-$2,500
- Throughline Financial PlanningDowningtown$250/hr, $1,000-$10,000
- 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.