Pennsylvania Capital Management Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$750/hr

“Such billing will be at an hourly rate not to exceed $750.00 per hour, or $275 per hour for an associate planner, with administrative charges not to exceed $125 per hour, plus expenses.”

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

How Pennsylvania Capital Management Inc. bills

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

• “Fees payable upon establishment and termination of the Consulting Services will be prorated for the portion of the billing period during which PCM is retained by the client.”
• “If the agreement is canceled within the first five (5) days after the signing of the agreement, then the client is entitled to a full refund of any fees paid.”
• “Should the client choose not to accept any of the recommendations of PCM, then the client will be billed on an hourly basis for the time expended by PCM in developing and formulating the recommended Investment Program.”

How Pennsylvania Capital Management Inc.’s fees compare

• Its hourly rate of $125-$750 spans the Pennsylvania median of $250. 89% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

About Pennsylvania Capital Management Inc.

• Firm size: 10 employees.
• Registered as an adviser: 1995 (31 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

1.95% a year

Clients

200

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$848,645,464

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107648

Website

linkedin.com/company/pcmadvisors (opens in new tab)

Phone

(215) 881-7700

Can advise clients in 9 states: California, Delaware, Florida, Louisiana, New Hampshire, New Jersey, New York, Pennsylvania, Texas

Other planners in Huntingdon Valley that publish fees

• Summit Investment Advisory Group LLCHuntingdon Valley$250⁠-⁠$4,000
• Woodmont Wealth Management, LLC`Huntingdon Valley$150/hr
• 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

Compare all 5 planners in Huntingdon Valley