RKL Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Fees for Financial Planning Financial planning fees will be charged as a fixed fee, typically ranging from $10,000 to $25,000, or on an hourly basis, ranging from $250 to $500 per hour, depending on the complexity of each client’s circumstances.”

Flat or project fee

$10,000⁠-⁠$25,000

From the same sentence as above.

Quarterly fee

$5,000/qtr

“This minimum annual fee is applied on a quarterly basis for a minimum quarterly fee of $5,000.”

Annual fee

$20,000/yr

“Minimum annual fee: $20,000.”

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

How RKL Private Wealth bills

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

• “Fees billed quarterly will be based on the calendar quarter-end market value and invoiced to the client on request.”
• “Clients may request a quarterly invoice from us showing the amount of our fees, the account value on which we based our fees, and how we calculated our fees.”
• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”

How RKL Private Wealth’s fees compare

• Its hourly rate of $250-$500 is above the Pennsylvania median of $250. 80% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 11 of the 12 other planners in Lancaster that publish an hourly rate charge less.
• Its flat or project fee of $10,000-$25,000 is above the Pennsylvania median of $3,650. 91% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in Lancaster that publish a flat or project fee charge less.
• Its annual fee of $20,000 is above the Pennsylvania median of $6,000. 81% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 2 of the 3 other planners in Lancaster that publish an annual fee charge less.

About RKL Private Wealth

• Firm size: 38 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• 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

1.25% a year

Minimum

$20,000 minimum fee (stated in brochure)

Clients

948

Employees

38

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$2,508,067,068

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

122693

Website

instagram.com/rklcpa (opens in new tab)

Phone

(717) 399-1700

Can advise clients in 17 states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Massachusetts, Maryland, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Lancaster that publish fees

• Atwater MalickLancaster$500
• Carriage Hill Investment Associates LLCLancaster$250/hr
• Chestnut Street Investment Counsel, LLCLancaster$250⁠-⁠$350/hr, $500⁠-⁠$5,000
• Cool Creek FinancialLancaster$200/hr, $1,000⁠-⁠$2,000
• Evenkiehl, LLCLancaster$500⁠-⁠$1,000, $208⁠-⁠$375/mo
• Fident Financial, LLCLancaster$3,000⁠-⁠$6,500, $500/mo

Compare all 27 planners in Lancaster