Matune Basile Advisors fees and pricing
Financial planner in Hermitage, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 10, 2026, Matune Basile Advisors charges an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500/yr
“The minimum annual fee will be $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Matune Basile Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, in arrears, pursuant to the terms of the agreement.”
- “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
- “Fees are negotiable at the sole discretion of the Advisor.”
How Matune Basile Advisors’ fees compare
- Its annual fee of $2,500 is below the Pennsylvania median of $6,000. 24% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Matune Basile Advisors
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Registered as an adviser: 2018 (8 years).
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
- 1.25% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 245
- Employees
- 5
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $342,613,223
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168073
- Phone
- (724) 977-6275
Can advise clients in 6 states: Florida, North Carolina, Ohio, Pennsylvania, South Carolina, Texas
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
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.