Krown Advisory fees and pricing
Financial planner in Blue Bell, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Krown Advisory charges $200-$500 an hour, a flat or project fee of $1,000-$9,000, and a quarterly fee of $600-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“RATE $200 – $500 / hour Rate depends on complexity, scope, advisor experience, and urgency The applicable rate will be disclosed and agreed upon in writing prior to the commencement of services.”
- Flat or project fee
- $1,000-$9,000
“For one-time or project-based financial planning engagements, the Firm generally charges a fixed fee ranging from $1,000 to $9,000.”
- Quarterly fee
- $600-$3,000/qtr
“When billed quarterly, the client is billed three months at once ($600-$3000 per quarter).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Krown Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are generally negotiable in the Firm’s discretion based on factors such as complexity, anticipated time commitment, number of accounts, number of planning areas covered, scope of services, and the client’s need for ongoing interaction.”
- “Financial planning fees are billed in advance.”
- “Fees may be paid fully in advance at the commencement of the engagement, or split between an upfront deposit and quarterly installments, with each quarterly installment also billed and paid in advance of the corresponding service period.”
How Krown Advisory’s fees compare
- Its hourly rate of $200-$500 spans the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Blue Bell that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$9,000 spans the Pennsylvania median of $3,650. 57% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Blue Bell that publish a flat or project fee charge less.
About Krown Advisory
“The Firm offers personalized financial planning and investment advisory services primarily to individuals, families, high-net-worth individuals, entrepreneurs, and business owners.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
- Cash flow and budgeting
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
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342223
- Phone
- (717) 288-8864
Other planners in Blue Bell that publish fees
- Amplius Wealth AdvisorsBlue Bell$200-$750/hr, $5,000-$50,000
- Blue Bell Private Wealth Management, LLCBlue Bell$250-$500/hr, $250-$10,000
- Coombs Wealth Advisory, LLCBlue Bell$1,000-$2,500
- Courtside Wealth Partners LLCBlue Bell$750/mo, $9,000/yr
- Scarsdale Investment Group, LTD.Blue Bell$200-$300/hr, $1,750-$3,741/mo
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.