Modern Wealth Concepts LLC fees and pricing
Financial planner in Jenkintown, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Modern Wealth Concepts LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The base hourly fee for our financial planning services is $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Modern Wealth Concepts LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable prior to engagement.”
- “All financial planning fees will be payable in a manner as outlined in the engagement letter and subject to the terms and conditions outlined in the financial planning agreement.”
- “Typically, clients may terminate the financial planning agreement within five business days of entering into the agreement to receive a full refund of fees.”
How Modern Wealth Concepts LLC’s fees compare
- 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.
About Modern Wealth Concepts LLC
“The primary advisory services we offer our clients are traditional financial planning, investment consulting, and investment advisory services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 34
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $46,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154742
- Phone
- (215) 782-1877
Other planners in Jenkintown that publish fees
- Financial Spectrum Inc.Jenkintown$100/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
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
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.