Master's Wealth Management Inc. fees
Financial planner in Leola, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 30, 2026, Master's Wealth Management Inc. (Leola, PA) charges an annual fee of up to $20,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change.
- Annual fee
- Up to $20,000/yr
Can go up to $20,000; the Pennsylvania median is $8,225.
“Financial planning fees generally range up to $20,000 annually and are based on the scope and complexity of the services to be provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 12 employees
- Registered since
- 2024 (2 years)
How Master's Wealth Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management and Investment Management Services Fees are paid quarterly in advance based on the average daily balance in the accounts during the prior quarter.”
- “The fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
About Master's Wealth Management Inc.
- Founded: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 405
- 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
- $590 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 30, 2026
- CRD number
- 328693 (opens in new tab)
- Phone
- (717) 581-1323
Registered or notice filed in 2 states: Pennsylvania, Texas
Other planners in Leola that publish fees
- G&H InvestmentsLeolaHourly $116-$172/hr
More planners in Pennsylvania that publish fees
- Brogan Asset Management, LLCWynnewoodHourly $200/hr, Flat up to $2,500
- Conrad Siegel Investment AdvisorsHarrisburgHourly $105-$425/hr, Flat $1,000-$100,000
- Clovelly WealthWayneFlat $3,000-$20,000
- Ketwich Capital LLCMalvernFlat $500-$5,000, Monthly $150-$500/mo
- Chestnut Street Investment Counsel, LLCLancasterHourly $250-$350/hr, Flat $500-$5,000
- Center Stage Planning LLCGreeleyFlat $100-$1,000
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.