Mor Wealth Management, LLC fees and pricing

Financial planner in Philadelphia, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 30, 2026, Mor Wealth Management, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Fees are based on the market value of assets in the Plan at the end of the prior calendar quarter, a flat fee, or an hourly fee that will not exceed $500.”

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

“Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in advance of each calendar quarter pursuant to the terms of the investment advisory agreement.”
“The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
14 of the 16 other planners in Philadelphia that publish an hourly rate charge less.

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
Clients: 143
Employees: 8
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Assets managed: $395,587,641
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 333022
Website: morwm.com (opens in new tab)
Phone: (267) 930-8300

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