Neshaminy Creek Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning fee is an hourly rate between $300.00 per hour, depending on complexity.”

Flat or project fee

$500⁠-⁠$1,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge ranging from $500 - $1000 and an ongoing fee that is paid monthly, in advance, at the rate of $50 - $300 per month.”

Monthly fee

$50⁠-⁠$300/mo

From the same sentence as above.

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

How Neshaminy Creek Advisors bills

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

• “The fee may be negotiable in certain cases.”
• “All advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Neshaminy Creek Advisors’ fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,000 is below the Pennsylvania median of $3,650. 9% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Neshaminy Creek Advisors

• Principal: Patrick Clark
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 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

2% a year

Clients

96

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$21,869,973

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291848

Website

neshaminycreekadvisors.com (opens in new tab)

Phone

(215) 962-3744

Other planners in Bensalem that publish fees

• Jhanti FinancialBensalem$50/hr, $500
• 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

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