RTD Financial Advisors Inc fees and pricing

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.

Quarterly fee

$1,500⁠-⁠$30,000/qtr

“Fees are based on a fixed amount and can range from a minimum of $1,500 per quarter ($6,000 annually) to a maximum of $30,000 per quarter ($120,000 annually).”

Annual fee

$6,000⁠-⁠$120,000/yr

From the same sentence as above.

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

How RTD Financial Advisors Inc bills

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

• “Should a change to the fee amount be warranted, you will be notified at least 60 days in advance.”
• “Fees are due quarterly in advance and a pro-rata refund will be paid to Client if canceled within any quarter.”
• “With client authorization, quarterly fees are deducted from client account(s) or paid by check or ACH payment.”

How RTD Financial Advisors Inc’s fees compare

• Its annual fee of $6,000-$120,000 is above the Pennsylvania median of $6,000. 100% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 5 of the 5 other planners in Philadelphia that publish an annual fee charge less.

About RTD Financial Advisors Inc

• Firm size: 39 employees.
• Registered as an adviser: 1983 (43 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.6% a year

Minimum

$1,500 minimum fee (stated in brochure)

Clients

719

Employees

39

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, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$2,724,578,473

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110744

Website

linkedin.com/company/rtd-financial-advisors-inc- (opens in new tab)

Phone

(215) 557-3800

Can advise clients in 19 states: Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Vermont, Washington

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Elm WealthPhiladelphia$5,000

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