Market Street Wealth Management fees and pricing
Financial planner in West Chester, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Market Street Wealth Management charges a monthly fee of $50-$100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $50-$100/mo
“The monthly fee ranges from $50 to $100 per month, depending on the overall scope of services to be performed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Market Street Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”
- “With respect to MSWM’s planning services directed towards younger investors, MSWM will provide such services for a fixed monthly fee, billed directly to the client.”
About Market Street Wealth Management
- Firm size: 19 employees.
- Registered as an adviser: 2015 (11 years).
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
- 1,052
- Employees
- 19
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $836,983,408
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155157
- Phone
- (610) 692-3200
Can advise clients in 16 states: Arizona, California, District of Columbia, Delaware, Florida, Indiana, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Other planners in West Chester that publish fees
- Asbury CapitalWest Chester$250/hr, $500-$1,500
- Ballast Financial Advisors, LLCWest Chester$500/hr, $10,000
- Bowen Asset Management LLCWest Chester$200-$500/hr
- Financial CoachWest Chester$2,500/yr
- Locus Wealth ManagementWest Chester$350/hr, $3,000-$15,000
- Old Security GroupWest Chester$500-$5,000
Is something on this page wrong or out of date?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.