PlannerFees

Maximum Asset Strategies fees and pricing

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

According to its Form ADV Part 2A brochure dated June 12, 2026, Maximum Asset Strategies charges $300 an hour and a flat or project fee of $500⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“An hourly fee of $300 per hour is charged by Maximum Asset Strategies, LLC for financial planning services under this arrangement.”
Flat or project fee
$500⁠-⁠$2,500
“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $2,500.”

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

How Maximum Asset Strategies bills

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

  • “Fees charged for my financial planning and consulting services are negotiable based upon the type of client, the services requested, the complexity of the client's situation and the composition of the client's account.”
  • “Upon completion and delivery of the financial plan, the fixed fee is considered earned by Maximum Asset Strategies, LLC and any unpaid amount is immediately due.”
  • “The financial planning services terminate upon delivery of the written financial plan or upon either party providing the other party with written notice of termination.”

How Maximum Asset Strategies’ fees compare

  • Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 2 of the 5 other planners in Newtown that publish an hourly rate charge less.
  • Its flat or project fee of $500-$2,500 is below the Pennsylvania median of $3,650. 20% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • None of the 4 other planners in Newtown that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Maximum Asset Strategies

“When providing financial planning and consulting services, my role is to find ways to help you understand your overall financial situation and help you set financial objectives. I offer a one-time consultation, which covers mutually agreed upon areas of concern related to investments or financial planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Neil J. Werberig
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 1988 (38 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning, selecting other advisers, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
122662
Website
mastrat.com (opens in new tab)
Phone
(215) 968-6088

Other planners in Newtown that publish fees

Compare all 15 planners in Newtown

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