Paraplan Ondemand fees and pricing

Financial planner in Pittsburgh, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 15, 2026, Paraplan Ondemand charges a flat or project fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500
“Comprehensive Planning Support: approximately $1,500 per engagement;”

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

How Paraplan Ondemand bills

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

  • “Fees are agreed upon in advance and documented in a written engagement letter, invoice, statement of work, or fee schedule.”
  • “The Firm does not invoice, bill, debit, or collect fees directly from the Advisor Client’s underlying retail clients, financial planning clients, investment advisory clients, customers, or other end clients.”
  • “For engagements utilizing a partial upfront structure, the remaining balance is due upon completion of the Firm’s services.”

How Paraplan Ondemand’s fees compare

  • Its flat or project fee of $1,500 is below the Pennsylvania median of $3,650. 20% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • 5 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Paraplan Ondemand

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340975
Website
paraplanondemand.com (opens in new tab)
Phone
(724) 591-3182

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Is something on this page wrong or out of date?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.