Mercantile Advisors, LLC fees and pricing
Financial planner in Camp Hill, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 1, 2026, Mercantile Advisors, LLC charges $75-$150 an hour and a flat or project fee of $250-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$150/hr
“The range of rates is from $75.00 per hour to $150.00 per hour.”
- Flat or project fee
- $250-$2,500
“The fee range is $250 to $2,500 and is negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mercantile Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee, charged quarterly in advance for asset management services is negotiable.”
- “Payment can be made by either separate check or by deducting the charges as a separate line item against assets held at the client’s account that are under management of MA.”
- “Hourly charges are negotiable and are reflective upon the specific task the client requires.”
How Mercantile Advisors, LLC’s fees compare
- Its hourly rate of $75-$150 is below the Pennsylvania median of $250. 3% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 2 other planners in Camp Hill that publish an hourly rate charge less.
- Its flat or project fee of $250-$2,500 is below the Pennsylvania median of $3,650. 19% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Mercantile Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
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
- 2% a year
- Clients
- 3
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $125,318
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289040
- Phone
- (703) 780-1151
Can advise clients in 2 states: Pennsylvania, Virginia
Other planners in Camp Hill that publish fees
- Invariant Investment ManagementCamp Hill$125-$250/mo
- Keller Financial GroupCamp Hill$250-$500/hr, $300-$30,000
- River Wealth Advisors LLCCamp Hill$150-$300/hr
- 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
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.