Robert William Shoemaker,iii fees and pricing
Financial planner in Gettysburg, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Robert William Shoemaker,iii charges $200-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $200 to $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Robert William Shoemaker,iii bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In general, Financial Planning fees will be billed after Plan preparation and delivery.”
- “The balance is due upon completion of the plan.”
- “In the event of 7 contract termination, a refund of any prepaid fee will be provided within ten (10) days, representing the difference between the actual number of hours expended in Plan preparation and the amount of the prepaid fee.”
How Robert William Shoemaker,iii’s fees compare
- Its hourly rate of $200-$300 spans the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Robert William Shoemaker,iii
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.8% a year
- Clients
- 63
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $63,523,373
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128852
- Phone
- (978) 697-8657
Can advise clients in 3 states: California, Massachusetts, Pennsylvania
Other planners in Pennsylvania that publish fees
- 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
- A. Neff Associates LLCPittsburgh$150/hr
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.