Open Wealth Network fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“This service is billed at an hourly rate of $300 per hour with a minimum of a 5-hour commitment.”

Monthly fee

$300⁠-⁠$1,000/mo

“On an annual basis there will be a full review of this plan to ensure its accuracy and ongoing appropriateness. 13 Financial planning clients are subject to a flat annual fee, payable monthly or quarterly, in arrears, at the rate of $300-$1,000 per month.”

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

How Open Wealth Network bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check or electronic funds transfer.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Open Wealth Network’s 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.

About Open Wealth Network

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Cash flow and budgeting

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

3% a year

Clients

77

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$51,342,698

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298943

Website

business.tricountyareachamber.com/list/member/open-wealth-network-pottstown-34511 (opens in new tab)

Phone

(610) 702-4083

Other planners in Pottstown that publish fees

• Great Oak Wealth Management, IncPottstown$300/hr
• 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

Compare all 621 planners in Pennsylvania