Malvern Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“MCM is compensated for our Financial Consulting Services by receiving fees from clients based on an hourly rate of $500 or a single fixed fee that typically can range from $1,000 to $100,000.”

Flat or project fee

$2,500

“The rate for Comprehensive Financial Planning Services is $2,500.”

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

How Malvern Capital Management bills

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

• “Fees require a $1,200.00 initial deposit paid in advance.”
• “These fees and terms are negotiable on a case-by-case basis at the discretion of MCM.”
• “The client may terminate the Agreement at any time before the delivery of the Financial Plan for a full refund.”

How Malvern Capital Management’s fees compare

• Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Malvern that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Pennsylvania median of $3,650. 34% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• None of the 3 other planners in Malvern that publish a flat or project fee charge less.

About Malvern Capital Management

• Firm size: 5 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate 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

Highest asset based fee in brochure

1.25% a year

Clients

126

Employees

5

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, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$258,119,057

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292396

Website

malverncap.com (opens in new tab)

Phone

(610) 979-1462

Can advise clients in 4 states: Florida, New Jersey, Pennsylvania, Texas

Other planners in Malvern that publish fees

• Stonefield Capital LTD.Malvern$200⁠-⁠$10,000
• True Horizon Wealth Advisors, LLCMalvern$250/hr, $750⁠-⁠$10,000
• Wharton Wealth Management, LLCMalvern$150⁠-⁠$300/hr
• Woolstone Wealth ManagementMalvern$5,000⁠-⁠$15,000

Compare all 9 planners in Malvern