Macro Advisors, Inc. 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

$150/hr

“We charge an hourly fee of $150.00 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

How Macro Advisors, Inc. bills

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

• “Our annual portfolio management fee is billed and payable quarterly in arrears based on the value of your account on the last day of the quarter.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “We provide you an invoice showing the amount of the fee, the value of the assets on which the fee is based, and the specific manner in which the fee was calculated.”

How Macro Advisors, Inc.’s fees compare

• Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 2 other planners in York that publish an hourly rate charge less.

About Macro Advisors, Inc.

• Firm size: 9 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

669

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$370,874,878

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

118832

Website

macroadv.com (opens in new tab)

Phone

(717) 764-4566

Can advise clients in 12 states: Connecticut, Delaware, Florida, Maryland, North Carolina, New Hampshire, New Jersey, Pennsylvania, South Carolina, Texas, Virginia, Vermont

Other planners in York that publish fees

• Integrated Wealth Solutions, LLCYork$1,500⁠-⁠$3,000
• Johnson & White Wealth Management LLCYork$250⁠-⁠$400/hr, $2,000⁠-⁠$15,000
• Saubel Financial GroupYork$450/hr, $10,000
• The Financial Advisory GroupYork$2,000⁠-⁠$6,000

Compare all 6 planners in York