Rose Valley Asset Management LLC fees and pricing
Financial planner in Media, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 28, 2026, Rose Valley Asset Management LLC charges $125-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$250/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $125 to $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rose Valley Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed at the start of engagement, at each subsequent calendar quarter, in advance, based upon the value of the investment portfolio at the end of the prior calendar quarter.”
- “In the event a client terminates the investment management engagement, a full refund of any fees will be provided if written notice is within 5 business days of engagement.”
- “In the event a client terminates the financial planning engagement, a full refund of any fees will be provided, if written notice is within 5 business days of engagement.”
How Rose Valley Asset Management LLC’s fees compare
- Its hourly rate of $125-$250 is below the Pennsylvania median of $250. 15% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Rose Valley Asset Management LLC
- Firm size: 2 employees.
- Registered as an adviser: 2006 (20 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
- 1% a year
- Clients
- 70
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $99,823,342
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141671
- Phone
- (610) 544-0900
Other planners in Media that publish fees
- Foundation Wealth Management, LLCMedia$12,000/yr
- Stone Pine Financial PartnersMedia$4,000
- Wealthwise AdvisorsMedia$300-$3,500
- 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
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.