Members Wealth LLC fees
Financial planner in Media, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Members Wealth LLC (Media, PA) charges a flat or project fee of up to $50,000 for financial planning.
- Website: memberswealthllc.com (opens in new tab)
- Call (267) 367-5453
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change.
- Flat or project fee
- Up to $50,000
Can go up to $50,000; the Pennsylvania median is $4,000.
“Members’ Wealth offers financial planning services for a fixed engagement fee up to $50,000 per engagement.”
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
- Team size
- 9 employees
- Registered since
- 2023 (3 years)
How Members Wealth LLC 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 based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Our advisory fees will be negotiated in advance with the employer on a case-by-case basis and are dependent on a variety of factors including the number of employees, the nature of the services, and the complexity of the services.”
About Members Wealth LLC
- Founded: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 166
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $280 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 12, 2026
- CRD number
- 323778 (opens in new tab)
- Phone
- (267) 367-5453
Registered or notice filed in 6 states: California, Florida, New Jersey, New York, Pennsylvania, Texas
Other planners in Media that publish fees
- Rose Valley Asset Management LLCMediaHourly $125-$250/hr
- Stone Pine Financial PartnersMediaFlat $4,000
More planners in Pennsylvania that publish fees
- WealthU Advisors LLCEnolaMonthly $175-$600/mo
- Madi Manages Money LLCMurrysvilleFlat $2,000-$10,000, Monthly $100-$500/mo
- Brookhouse AdvisorsMeadvilleHourly $200/hr
- Fident Financial, LLCLancasterFlat $3,000-$6,500, Monthly $500/mo
- CES Investment StrategiesLititzHourly $300/hr
- Mangolds Investment Advisors Inc.LancasterHourly $100/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.