PTM Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly engagements are at a rate of $300 per hour.”

Flat or project fee

$1,500

“Fixed engagement fees range up from $1,500 up to $10,000.”

Annual fee

$1,200/yr

“PTM also offers ongoing financial planning services for a fixed annual fee of $1,200, paid monthly, in advance of each month.”

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

How PTM Wealth Management, LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The investment management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How PTM Wealth Management, LLC’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Pennsylvania median of $3,650. 20% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• Its annual fee of $1,200 is below the Pennsylvania median of $6,000. 9% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About PTM Wealth Management, LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Founded: 2011 (15 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

0.9% a year

Clients

164

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$310,164,831

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

308944

Website

facebook.com/ptmwealth (opens in new tab)

Phone

(267) 317-1515

Can advise clients in 3 states: Florida, Pennsylvania, Texas

Other planners in North Wales that publish fees

• Tannhauser Financial LLCNorth Wales$1,000⁠-⁠$20,000
• 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

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