Livelihood LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“Fees for financial planning services range from $100-$400/hour, billed in fifteen-minute increments.”

Flat or project fee

$1,800⁠-⁠$5,500

“Fixed project fees typically range from $1,800 to $5,500 depending on the scope of the engagement but can be more or less.”

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

How Livelihood LLC bills

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

• “Fees may be billed one-time, monthly, or quarterly, in arrears and are generally due within two weeks of the invoice date.”
• “Fees are invoiced one-time, monthly, or quarterly, in advance or in arrears.”
• “Fees are generally due within two weeks of receiving your invoice.”

How Livelihood LLC’s fees compare

• Its hourly rate of $100-$400 spans the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 6 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
• Its flat or project fee of $1,800-$5,500 spans the Pennsylvania median of $3,650. 50% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 7 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Livelihood LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Founded: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301645

Website

livelihoodplanning.com (opens in new tab)

Phone

(267) 362-9326

Can advise clients in 3 states: New Jersey, New York, Pennsylvania

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Elm WealthPhiladelphia$5,000

Compare all 30 planners in Philadelphia