Penn First Advisors fees and pricing

Financial planner in East Stroudsburg, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 9, 2026, Penn First Advisors charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “The fee for financial planning is based on our standard hourly rate of $150.00.”

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

“The fee for investment advice is billed to the client or may be deducted from client assets.”
“The fee for investment management is deducted from client assets and paid quarterly, in arrears.”
“An advance payment shall be refunded, net of a pro-rata charge for bona fide services rendered.”

Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

Principal: Van Gieson
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 1994 (32 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 24
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $4,848,888
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 123356
Website: vangieson.net (opens in new tab)
Phone: (570) 629-9025

Is something on this page wrong or out of date?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