Overture Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$7,000

“Fixed fees range from $1,000 to $7,000.”

Quarterly fee

$1,000⁠-⁠$2,500/qtr

“Fees are paid quarterly in arrears, ranging from $1,000 to $2,500 per quarter.”

Annual fee

$7,500⁠-⁠$15,000/yr

“Fees range from $7,500 to $15,000 annually, paid quarterly in arrears.”

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

How Overture Wealth Management bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable at the sole discretion of the Advisor, and the final agreedupon fee is outlined in each existing Client’s Advisory Contract.”
• “Fees are negotiable, and the final agreed-upon fee is outlined in the Client’s Advisory Contract.”

How Overture Wealth Management’s fees compare

• Its flat or project fee of $1,000-$7,000 spans the Pennsylvania median of $3,650. 53% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Conshohocken that publish a flat or project fee charge less.
• Its annual fee of $7,500-$15,000 is above the Pennsylvania median of $6,000. 68% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 2 of the 2 other planners in Conshohocken that publish an annual fee charge less.

About Overture Wealth Management

• Principal: Sean Dwyer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$13,910,276

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333613

Website

overturewm.com (opens in new tab)

Phone

(215) 888-7974

Other planners in Conshohocken that publish fees

• Arin Risk Advisors LLCConshohocken$400/hr
• BTG Capital LLCConshohocken$500/hr, $250⁠-⁠$10,000
• HealthyfpConshohocken$400/hr, $3,000⁠-⁠$8,000
• Powers Capital ManagementConshohocken$750/qtr, $3,000/yr
• WealthfdConshohocken$250⁠-⁠$1,000/hr, $1,000

Compare all 12 planners in Conshohocken