Prowell Financial Management, LLC fees and pricing
Financial planner in Exton, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 22, 2026, Prowell Financial Management, LLC charges a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $50,000
“Generally, however, fixed fees begin at $50,000 on an annual basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prowell Financial Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and may be higher or lower than this range, based on the nature of the work to be performed.”
- “The fixed annual fee is paid in quarterly installments, billed in advance.”
- “On an ongoing basis, the annual fee will be mutually agreed at the end of the initial engagement and typically billed quarterly in advance.”
How Prowell Financial Management, LLC’s fees compare
- Its flat or project fee of $50,000 is above the Pennsylvania median of $3,650. 96% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Prowell Financial Management, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 57
- Employees
- 4
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $6,863,569,821
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281762
- Phone
- (484) 359-4057
Can advise clients in 7 states: Delaware, Florida, Louisiana, Nebraska, New Jersey, Pennsylvania, Texas
Other planners in Exton that publish fees
- Conestoga Wealth ManagementExton$200/hr, $1,000
- Legacy Advisory Services, LLCExton$250/hr
- Pace WealthExton$500/hr
- Whitford Financial PlanningExton$500-$1,000/mo, $1,500/qtr
Is something on this page wrong or out of date?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.