One Stop Advisor LLC fees and pricing
Financial planner in Lancaster, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, One Stop Advisor LLC charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“We are compensated for project-based plans on a fixed fee basis ranging from $1,000 to $10,000 per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How One Stop Advisor LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We do not charge our fees in advance for investment management services provided.”
- “The fixed fee is negotiable and will be agreed upon before the start of any work.”
- “Clients are entitled to a refund for any prepaid but unearned fees in the event of early termination.”
How One Stop Advisor LLC’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Pennsylvania median of $3,650. 69% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 7 of the 9 other planners in Lancaster that publish a flat or project fee charge less.
About One Stop Advisor LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
- Divorce
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $573,700
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321998
- Phone
- (717) 723-9358
Other planners in Lancaster that publish fees
- Atwater MalickLancaster$500
- Carriage Hill Investment Associates LLCLancaster$250/hr
- Chestnut Street Investment Counsel, LLCLancaster$250-$350/hr, $500-$5,000
- Cool Creek FinancialLancaster$200/hr, $1,000-$2,000
- Evenkiehl, LLCLancaster$500-$1,000, $208-$375/mo
- Fident Financial, LLCLancaster$3,000-$6,500, $500/mo
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.