Schubert Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The Firm charges $200 per hour for hourly financial planning engagements not covered by a portfolio management or one-time plan arrangement.”

Flat or project fee

$1,000⁠-⁠$3,500

“The Firm charges a flat fee ranging from $1,000 for a basic, single-goal plan to $3,500 for a comprehensive plan, depending on scope and complexity.”

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

How Schubert Financial LLC bills

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

• “The specific fee for a given engagement is agreed upon in writing with the client in advance of any work being performed.”
• “Because fees are billed in advance, a client who terminates mid-quarter is entitled to a prorated refund of the unearned portion, as described in Item 5.D below.”
• “One-time plan and hourly fees are invoiced directly to the client and are due upon delivery of the plan or completion of the engagement, unless otherwise agreed in writing.”

How Schubert Financial LLC’s fees compare

• Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,500 is below the Pennsylvania median of $3,650. 33% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Schubert Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2026.

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

Employees

1

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

343445

Phone

(302) 319-1745

Other planners in Coatesville that publish fees

• Buckler Wealth Management, LLCCoatesville$250/hr
• 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
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr

Compare all 621 planners in Pennsylvania