Scarsdale Investment Group, LTD. fees and pricing
Financial planner in Blue Bell, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 29, 2026, Scarsdale Investment Group, LTD. charges $200-$300 an hour and a monthly fee of $1,750-$3,741 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“Scarsdale’s planning and consulting fees are negotiable but generally range from $200.00 to $300.00 on an hourly rate basis, depending upon the level and scope of the service required.”
- Monthly fee
- $1,750-$3,741/mo
“The fixed fee for these services generally ranges between an effective rate of $1,750 per month and $3,741 per month, which are due monthly or quarterly in advance, as indicated in the agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Scarsdale Investment Group, LTD. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Scarsdale typically does not require that a portion of its Financial Planning and Consulting fee be paid in advance of service.”
- “Full payment for Financial Planning and Consulting services will be due upon completion.”
- “Payment is due 15 days after receipt of Scarsdale’s invoice.”
How Scarsdale Investment Group, LTD.’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.
- None of the 3 other planners in Blue Bell that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Scarsdale Investment Group, LTD.
“Scarsdale offers to provide non-discretionary investment advisory services primarily relating to fixed income securities on a fee-only basis.”
- Firm size: 3 employees.
- Registered as an adviser: 1992 (34 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 124
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121206
- Phone
- (215) 646-7693
Can advise clients in 7 states: California, Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania
Other planners in Blue Bell that publish fees
- Amplius Wealth AdvisorsBlue Bell$200-$750/hr, $5,000-$50,000
- Blue Bell Private Wealth Management, LLCBlue Bell$250-$500/hr, $250-$10,000
- Coombs Wealth Advisory, LLCBlue Bell$1,000-$2,500
- Courtside Wealth Partners LLCBlue Bell$750/mo, $9,000/yr
- Krown AdvisoryBlue Bell$200-$500/hr, $1,000-$9,000
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.