Rowan Financial LLC fees and pricing
Financial planner in Bethlehem, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Rowan Financial LLC charges $280 an hour and a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $280/hr
“The fee is $4,000 - $5,500 (based on complexity) for plan delivery plus $280/hour for post plan check-ins.”
- Flat or project fee
- $1,000
“- Meeting 1 – Discovery session to learn about you and your personal finances Meeting 2 – Review and refine your personalized RightCapital Retirement Plan Meeting 3 – Review Client’s real estate portfolio and identify opportunities that support your overall goals Meeting 4 – Finalize your RightCapital Retirement…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rowan Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Plans that take longer to finalize will be billed at $280 per meeting and $280 per hour for additional planning work.”
- “The fee for this package is $1,500 - $2,000 (based on complexity) for plan delivery plus $280/hour for post plan check-ins.”
- “Plans that take longer to finalize will be billed at $280 per meeting and $280 per hour for additional planning work.”
How Rowan Financial LLC’s fees compare
- Its hourly rate of $280 is above the Pennsylvania median of $250. 56% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Bethlehem that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the Pennsylvania median of $3,650. 12% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 5 other planners in Bethlehem that publish a flat or project fee charge less.
About Rowan Financial LLC
“To help us develop and implement our financial planning and coaching services we get to know you very well.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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% a year
- Clients
- 44
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $26,065,601
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146650
- Phone
- (610) 615-0600
Other planners in Bethlehem that publish fees
- Keystone Fiduciary Financial Planning and Tax AdvisoryBethlehem$2,500-$10,000
- Liberty Square Wealth Partners LLCBethlehem$300/hr, $500-$2,500
- Social Justice Capital LLCBethlehem$250/hr, $100-$10,000
- Stark Wealth Management LLCBethlehem$1,000
- Weyhill Investment Counsel, LLCBethlehem$250/hr, $200-$5,000
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.