Linc Wealth Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our financial planning and consulting services are based on an hourly rate of $200.”

Flat or project fee

$500⁠-⁠$10,000

“We will also offer fixed cost planning, which ranges from $500 - $10,000.”

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

How Linc Wealth Solutions bills

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

• “Our financial planning fees may be due and payable in advance of the services rendered or we may require a portion of the fee to be paid in advance with the remainder due upon completion of the services.”
• “In some cases, we may provide services based on a fixed quarterly retainer, payable in advance or in arrears.”
• “Our fees are negotiable and may vary based on the complexity of the services needed and individual client circumstances.”

How Linc Wealth Solutions’ fees compare

• Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Pennsylvania median of $3,650. 64% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Linc Wealth Solutions

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Tax planning

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

Clients

29

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$11,359,500

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

174470

Website

lincwealth.com (opens in new tab)

Phone

(215) 806-9059

Other planners in Norristown that publish fees

• Fat Cat Financial AdvisorNorristown$300/hr, $3,000⁠-⁠$15,000
• 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
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr

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