Old Security Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“AND CONSULTING OSG charges either on an hourly basis of $250, a fixed fee basis ranging between $500 and $1,500 for a basic plan or $1,500 to $5,000 for a comprehensive plan.”

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

How Old Security Group bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts utilizing the Sub-Advisor, Truvestment, Truvestment will calculate and deduct the fee directly from the Client account quarterly in advance and pay OSG their portion of the fee.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Old Security Group’s fees compare

• Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in West Chester that publish a flat or project fee charge less.

About Old Security Group

• Firm size: 3 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Tax 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

1.75% a year

Clients

71

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

$56,099,217

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

163125

Website

smartmoneyquestions.com (opens in new tab)

Phone

(610) 719-3003

Can advise clients in 3 states: Delaware, Maryland, Pennsylvania

Other planners in West Chester that publish fees

• Asbury CapitalWest Chester$250/hr, $500⁠-⁠$1,500
• Ballast Financial Advisors, LLCWest Chester$500/hr, $10,000
• Bowen Asset Management LLCWest Chester$200⁠-⁠$500/hr
• Financial CoachWest Chester$2,500/yr
• Locus Wealth ManagementWest Chester$350/hr, $3,000⁠-⁠$15,000
• Market Street Wealth ManagementWest Chester$50⁠-⁠$100/mo

Compare all 16 planners in West Chester