Myers Capital Management, Inc fees and pricing
Financial planner in Abington, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Myers Capital Management, Inc charges $160 an hour and a flat or project fee of $2,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $160/hr
“If a client cancels, any prepaid fees will be refunded on a pro-rata basis using a $160 hourly as the charge for work performed.”
- Flat or project fee
- $2,000-$6,000
“Plan fees range from $2,000 to $6,000, depending on the complexity of a client's financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Myers Capital Management, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Third Party Money Manager Services The fee for TPMM services is payable quarterly.”
- “This is billed and collected by AssetMark Investment Services, Inc., billed in advance, depending upon the independent asset managers’ fee and billing schedule.”
- “Clients may terminate accounts at any time and receive a pro-rata refund of any unearned fees charged in advance.”
How Myers Capital Management, Inc’s fees compare
- Its hourly rate of $160 is below the Pennsylvania median of $250. 11% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 2 other planners in Abington that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$6,000 spans the Pennsylvania median of $3,650. 53% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Myers Capital Management, Inc
“Myers Capital Management, Inc. provides on-going management of client portfolios and financial planning services with various fee arrangements.”
- Firm size: 3 employees.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- College 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
- 1.05% a year
- Clients
- 110
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $497,155
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117119
- Phone
- (215) 657-0300
Other planners in Abington that publish fees
- Gibraltar Wealth Management, LLCAbington$150-$350/hr, $3,000-$18,000
- Omaris Financial, LLCAbington$300/hr, $6,500-$8,500/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
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.