Moondance Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$350/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $12,000 on a fixed fee basis, or from $125 to $350 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the services.”

Flat or project fee

$1,500⁠-⁠$12,000

From the same sentence as above.

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

How Moondance Investment Advisors, LLC bills

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

• “The Registrant has a minimum asset requirement of $500,000, which is negotiable or waivable at the Registrant’s sole discretion.”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous calendar quarter.”

How Moondance Investment Advisors, LLC’s fees compare

• Its hourly rate of $125-$350 spans the Pennsylvania median of $250. 33% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$12,000 spans the Pennsylvania median of $3,650. 75% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Moondance Investment Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

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

1.8% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

42

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$34,835,135

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166171

Website

moondanceinvestments.com (opens in new tab)

Phone

(215) 862-2282

Other planners in New Hope that publish fees

• Lifelong Advisory CorpNew Hope$1,000⁠-⁠$100,000
• Rockwood Wealth Management, LLCNew Hope$12,000/yr
• 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

Compare all 3 planners in New Hope