Saubel Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Financial planning services are offered based on an hourly rate, not to exceed $450 per hour.”

Flat or project fee

$10,000

“Financial planning services are offered based on a fixed fee, not to exceed $10,000, depending on the complexity of the engagement.”

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

How Saubel Financial Group bills

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

• “Fees are billed quarterly in arrears plus pro-rata flows.”
• “Pro-rata flows means that when funds are added or withdrawn during the quarter, the fee is adjusted proportionately based on the number of days the assets were managed.”
• “Fees for financial plans are billed in arrears upon completion of the plan.”

How Saubel Financial Group’s fees compare

• Its hourly rate of $450 is above the Pennsylvania median of $250. 89% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 2 other planners in York that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Pennsylvania median of $3,650. 81% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in York that publish a flat or project fee charge less.

About Saubel Financial Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 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

1.5% a year

Clients

106

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$17,633,219

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330604

Website

instagram.com/saubelfinancialgroup (opens in new tab)

Phone

(717) 216-0033

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in York that publish fees

• Integrated Wealth Solutions, LLCYork$1,500⁠-⁠$3,000
• Johnson & White Wealth Management LLCYork$250⁠-⁠$400/hr, $2,000⁠-⁠$15,000
• Macro Advisors, Inc.York$150/hr
• The Financial Advisory GroupYork$2,000⁠-⁠$6,000

Compare all 6 planners in York