Mangolds Investment Advisors Inc. fees and pricing

Financial planner in Lancaster, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 15, 2026, Mangolds Investment Advisors Inc. charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are calculated on an annualized basis but will be billed and payable monthly in arrears.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Our Financial Planning Fee is invoiced to Mangolds Investment Advisors Inc.”

Its hourly rate of $100 is below the Pennsylvania median of $250. 1% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
None of the 12 other planners in Lancaster that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 518
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $65,432,681
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 307437
Website: MangoldsIA.com (opens in new tab)
Phone: (717) 984-3017

Can advise clients in 2 states: New York, Pennsylvania

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.