Schuylkill Financial, LLC fees and pricing

Financial planner in Wyomissing, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Schuylkill Financial, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Hourly fee services are offered on an hourly fee of $300 per hour.”

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

“Fees for financial plans are billed upon completion of the plan.”
“Fees are generally invoiced directly to the Client but may also be deducted from another account held with Schuylkill Financial.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
None of the 2 other planners in Wyomissing that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 126
Employees: 2
Works with: Individuals, high net worth individuals, and investment companies
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $123,631,702
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 143052
Website: linkedin.com/company/9699642 (opens in new tab)
Phone: (610) 670-1656

Can advise clients in 2 states: Pennsylvania, Texas

Is something on this page wrong or out of date?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.