Limerick Financial Group, LLC fees and pricing

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

$250⁠-⁠$500/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $4,000.00 to $10,000.00 on a fixed fee basis, and from $250.00 to $500.00 on an hourly rate basis, depending upon the level and scope of the service(s) required.”

Flat or project fee

$4,000⁠-⁠$10,000

From the same sentence as above.

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

How Limerick Financial Group, LLC bills

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

• “In the event that the fee is determined quarterly, in advance, based upon the market value of such assets on the last day of the previous quarter.”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Limerick Financial Group, LLC’s 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 $4,000-$10,000 is above the Pennsylvania median of $3,650. 76% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Limerick Financial Group, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2006 (20 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

3% a year

Clients

81

Employees

3

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

$64,786,417

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141128

Website

youtube.com/user/LimerickFinanciaGrp (opens in new tab)

Phone

(610) 495-7911

Other planners in Pennsylvania that publish fees

• 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
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

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