Petredis Investment Advisors fees and pricing
Financial planner in Warrendale, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Petredis Investment Advisors charges $250-$750 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$750/hr
“Our hourly rate is generally between $250-$750 an hour and range up to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Petredis Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally billed in advance each calendar quarter based on the market value of the assets under management/advisement on the last day of the previous calendar quarter.”
- “Fees for financial planning and consulting services are billed at a fixed or hourly rate and are billed in advance.”
- “Fees for financial planning and consulting services are due and payable as incurred.”
How Petredis Investment Advisors’ fees compare
- Its hourly rate of $250-$750 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Petredis Investment Advisors
“We Offer PIA offers a variety of investment advisory services to individuals, high net worth individuals, retirement plans, non-profit organizations and foundations, and businesses/corporations.”
- Firm size: 10 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Insurance analysis
- Cash flow and budgeting
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
- 0.9% a year
- Clients
- 530
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1,686,982,677
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322371
- Phone
- (878) 231-4300
Can advise clients in 16 states: Arizona, California, Colorado, Florida, Georgia, Kentucky, Louisiana, Massachusetts, Maryland, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Warrendale that publish fees
- Defiant Capital GroupWarrendale$5,000-$45,000, $8,000-$100,000/yr
- 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.