Neptune Wealth fees and pricing
Financial planner in Pittsburgh, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Neptune Wealth charges $100-$350 an hour, a flat or project fee of $300-$3,000, and a monthly fee of $2,500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$350/hr
“Hourly rates range from $100 - $350 for all investment professionals at Neptune, and the fixed fees will typically range from $2,500 - $25,000 depending upon the complexity of the engagement.”
- Flat or project fee
- $300-$3,000
“Fixed fee rates vary from $300 to $3,000.”
- Monthly fee
- $2,500-$25,000/mo
“The fixed monthly fee will range from $2,500 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Neptune Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The first fee payment is due upon execution of the Investment Advisory Agreement and will be assessed pro-rata in the event the agreement is executed at any time other than the first business day of a calendar quarter.”
- “For new accounts, the first invoice will be prorated based on the actual days the account was active/funded.”
- “Clients may obtain a refund of a pre-paid fee if the advisory contract is terminated before the end of the billing period, based on the exact number of days those funds were in the account.”
How Neptune Wealth’s fees compare
- Its hourly rate of $100-$350 spans the Pennsylvania median of $250. 30% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 5 of the 15 other planners in Pittsburgh that publish an hourly rate charge less.
- Its flat or project fee of $300-$3,000 is below the Pennsylvania median of $3,650. 24% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 6 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.
About Neptune Wealth
“Neptune provides investment advice, financial planning, model portfolios and consulting services to retail investors and other investment advisers (“Adviser Client”) in an effort to enhance Adviser Clients’ investment offerings.”
- Firm size: 5 employees.
- Registered as an adviser: 2024 (2 years).
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
- 1.5% a year
- Clients
- 73
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $35,543,521
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329160
- Phone
- (239) 634-9295
Can advise clients in 3 states: Florida, Pennsylvania, Wisconsin
Other planners in Pittsburgh that publish fees
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A. Neff Associates LLCPittsburgh$150/hr
- Allegheny Financial GroupPittsburgh$500/hr
- Allegheny InvestmentsPittsburgh$500/hr
- Centerview Wealth Advisors, LLCPittsburgh$100-$300/hr, $500-$30,000
- DS Wealth Advisors, Inc.Pittsburgh$100-$150/hr
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.