Personal Wealth Advisory, LLC fees and pricing
Financial planner in Lancaster, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Personal Wealth Advisory, LLC charges $150-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$400/hr
“Financial Planning and Consultation Services Financial Planning and Consultation Services are billed at an hourly rate ranging from $150 to $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Personal Wealth Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are payable as invoiced by PWA.”
- “Generally, PWA will invoice the client for all time spent each month.”
- “Fees may also be billed at an hourly rate ranging from $150 to $400 per hour.”
How Personal Wealth Advisory, LLC’s fees compare
- Its hourly rate of $150-$400 spans the Pennsylvania median of $250. 54% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 8 of the 12 other planners in Lancaster that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Personal Wealth Advisory, LLC
“It is designed to help educators who are retiring soon to navigate the PSERS retirement process.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 11
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125259
- Phone
- (717) 735-1170
Other planners in Lancaster that publish fees
- Atwater MalickLancaster$500
- Carriage Hill Investment Associates LLCLancaster$250/hr
- Chestnut Street Investment Counsel, LLCLancaster$250-$350/hr, $500-$5,000
- Cool Creek FinancialLancaster$200/hr, $1,000-$2,000
- Evenkiehl, LLCLancaster$500-$1,000, $208-$375/mo
- Fident Financial, LLCLancaster$3,000-$6,500, $500/mo
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.