Paul R. Kopey & Associates fees and pricing
Financial planner in Chester Springs, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Paul R. Kopey & Associates charges $250-$350 an hour and a quarterly fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$350/hr
“Rates range from $250 to $350 per hour depending upon the size/scope, nature and complexity of the engagement.”
- Quarterly fee
- $750/qtr
“Minimum fixed quarterly fee is $750.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Paul R. Kopey & Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees may be negotiable in certain circumstances, taking into account the size/scope of the engagement, other services being provided and the length of time as a client.”
- “How fees are invoiced and paid The specific manner in which fees are charged is established in a client’s written agreement with us.”
- “Other than the quarterly on-going investment advisory fee or fixed fees outlined above, we generally invoice for our services monthly based upon the hours and expenses accumulated during the previous month (i.e., in arrears).”
How Paul R. Kopey & Associates’ fees compare
- Its hourly rate of $250-$350 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Paul R. Kopey & Associates
“Through this Code of Ethics, CFP® practitioners agree to act fairly and diligently when providing clients with financial planning advice and services, putting clients’ interests first.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, and ChFC®.
- Registered as an adviser: 2006 (20 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
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12,687,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 138346
- Phone
- (484) 341-8892
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
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.