Odyssey Capital Advisors Inc. fees and pricing
Financial planner in Bala Cynwyd, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Odyssey Capital Advisors Inc. charges an annual fee of $3,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,500-$15,000/yr
“Services are offered based on a flat project fee or an annual fee between $3,500 and $15,000; or, on an hourly fee of up to $750/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Odyssey Capital Advisors Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the combined value of all assets in the Client’s accounts as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed during a billing period, Odyssey Capital will refund any unearned fees to the Client.”
- “The fees will be paid within thirty (30) days following the end of the quarter for which the fees are payable.”
How Odyssey Capital Advisors Inc.’s fees compare
- Its annual fee of $3,500-$15,000 spans the Pennsylvania median of $6,000. 61% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Odyssey Capital Advisors Inc.
- Principal: Jason Snipe
- Firm size: 5 employees.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement 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
- 2% a year
- Clients
- 252
- Employees
- 5
- 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, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $189,163,900
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299034
- Phone
- (484) 278-4497
Can advise clients in 13 states: California, District of Columbia, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, New Jersey, New York, Pennsylvania, Tennessee, Texas
Other planners in Bala Cynwyd that publish fees
- Ascension Legacy Partners, Inc.Bala Cynwyd$500/hr, $12,000-$36,000/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
- A Better Way Financial, LLCAllentown$500-$2,399/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.