Penn Portfolio Partners LLC fees and pricing
Financial planner in Hatfield, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Penn Portfolio Partners LLC charges $200 an hour and a flat or project fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Additionally, the Firm will charge clients $200 per hour billed in half hour increments for meetings whether in person, via computer or telephonically.”
- Flat or project fee
- $1,000-$2,500
“Penn Portfolio Partners may also provide a comprehensive financial plan for a fixed fee of $1,000-$2,500, which is negotiable depending upon the nature and complexity of the client's circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Penn Portfolio Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees will be billed via invoice in arrears.”
- “Should a client terminate prior to the end of a quarter, we will make a prorated refund to the client.”
- “The refund will be based on the number of days remaining in a quarter starting with the day after termination.”
How Penn Portfolio Partners LLC’s fees compare
- Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$2,500 is below the Pennsylvania median of $3,650. 25% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Penn Portfolio Partners LLC
“Penn Portfolio Partners offers asset management and financial planning and/or consulting services, with an emphasis on building portfolios designed to meet the needs of our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Insurance analysis
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% a year
- Minimum
- No minimum stated in brochure
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333736
- Phone
- (929) 276-1697
Other planners in Hatfield that publish fees
- Bright Forge Capital, LLCHatfieldUp to $2,500
- 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
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.