Pocket Project fees and pricing
Financial planner in Philadelphia, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Pocket Project charges $200 an hour, a monthly fee of $150-$1,250, and a quarterly fee of $450-$3,750 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
- $200/hr
“Financial Planning engagements are offered at an hourly rate of $200 per hour, and may be negotiable in certain cases.”
- Monthly fee
- $150-$1,250/mo
“For clients paying monthly, the fee is $150-$1,250 per month.”
- Quarterly fee
- $450-$3,750/qtr
“For clients paying quarterly, the fee is $450-$3,750 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pocket Project bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an ongoing fee that is paid in advance, either monthly or quarterly.”
- “Fees are based on complexity and needs of the client, and may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer, credit card or check.”
How Pocket Project’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.
- 4 of the 16 other planners in Philadelphia 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 Pocket Project
- Principal: Alexander Murray
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 35
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,843,748
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310651
- Phone
- (602) 935-4493
Can advise clients in 2 states: Arizona, Pennsylvania
Other planners in Philadelphia that publish fees
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- Auctus Wealth Management Inc.Philadelphia$150/hr, $500
- Bird Financial Group LLCPhiladelphia$350/hr
- Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
- Diversified Human SolutionsPhiladelphia$150-$200/hr, $1,000-$5,000
- Elm WealthPhiladelphia$5,000
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.