Park Lane Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees for Consultation Services will be offered based on an hourly fee of $350 per hour.”

Flat or project fee

$1,500⁠-⁠$12,000

“Fees for Full Financial Plans will be charged on a fixed fee basis ranging from $1,500 $12,000.”

Annual fee

$100⁠-⁠$1,000/yr

“The fixed annual fee ranges from $100 to $1,000 paid monthly in advance.”

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

How Park Lane Financial Group LLC 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.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Park Lane Financial Group LLC’s fees compare

• Its hourly rate of $350 is above the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$12,000 spans the Pennsylvania median of $3,650. 75% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• Its annual fee of $100-$1,000 is below the Pennsylvania median of $6,000. 1% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Park Lane Financial Group LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

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

1.25% a year

Clients

53

Employees

4

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

$11,534,311

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332774

Website

parklanefinancialgroup.com (opens in new tab)

Phone

(570) 497-8081

Other planners in Pennsylvania that publish fees

• 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
• A. Neff Associates LLCPittsburgh$150/hr

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