Rewealth fees and pricing
Financial planner in Sinking Spring, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Rewealth charges $200 an hour, a flat or project fee of $500-$5,000, and an annual fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“On a limited basis and at RWFP’s discretion, financial planning engagements are offered at an hourly rate of $200 per hour.”
- Flat or project fee
- $500-$5,000
“The fixed fee can range between $500 and $5,000, depending on complexity and the needs of the client.”
- Annual fee
- $5,000-$15,000/yr
“Our ongoing financial planning service consists of an annual fee whose range depends on complexity, but commonly falls between $5,000 and $15,000 per year, paid quarterly or monthly, and an additional upfront fee that is equivalent to one (1) quarter's fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rewealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “After five (5) business days of signing the Client Contract, an account may be terminated with written notice at least 30 calendar days in advance.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Rewealth’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.
- Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- Its annual fee of $5,000-$15,000 spans the Pennsylvania median of $6,000. 62% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Rewealth
- Principal: Dillon Kenniston
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- 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
- 3% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $1,178,601
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318483
- Phone
- (802) 558-7172
Other planners in Sinking Spring that publish fees
- Wealthpenn.com LLCSinking Spring$165/hr, $2,500
- 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.