Milvian Bridge Advisory fees and pricing

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

According to its Form ADV Part 2A brochure dated August 6, 2026, Milvian Bridge Advisory charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Hourly financial planning and consulting services are generally charged at $200 per hour, depending upon the scope and complexity of the services.”

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

“Under a blended fee schedule, each tier of assets is billed at the corresponding rate rather than applying a single rate to the entire account balance.”
“Depending upon the billing method selected in the client’s advisory agreement, fees are paid either through authorized direct deduction from the client’s qualified custodial account or by direct invoice.”
“Direct invoices are due within 30 days after the invoice date.”

Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
None of the 3 other planners in Paoli that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

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: 1.25% a year
Minimum: No minimum stated in brochure
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 343193
Website: milvianbridgeadvisory.com (opens in new tab)
Phone: (484) 228-1899

Is something on this page wrong or out of date?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.