Sector Analysts LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The maximum hourly fee to be charged will not exceed $150.”

Flat or project fee

$500⁠-⁠$3,000

“Flat fees range from $500 to $3,000.”

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

How Sector Analysts LLC bills

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

• “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
• “Termination & Refunds For our financial planning and consulting services, clients may cancel within five (5) business days of signing their agreement for a full refund.”

How Sector Analysts LLC’s fees compare

• Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 6 other planners in Allentown that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Pennsylvania median of $3,650. 25% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Allentown that publish a flat or project fee charge less.

About Sector Analysts LLC

• Firm size: 4 employees.
• Registered as an adviser: 2017 (9 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

Clients

677

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$238,163,786

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169789

Website

sectoranalysts.com (opens in new tab)

Phone

(610) 945-8014

Can advise clients in 10 states: Delaware, Florida, Louisiana, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas

Other planners in Allentown that publish fees

• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• Clearstream Planning, LLCAllentown$300/hr, $300⁠-⁠$20,000
• Englebert Financial Advisers, LLCAllentown$250/hr, $2,000⁠-⁠$75,000
• Erickson Financial Group, LLCAllentown$300/hr
• Liberty Asset ManagementAllentown$150⁠-⁠$300/hr, $300⁠-⁠$3,000
• Northeast Financial Group, Inc.Allentown$1,000/hr, $500⁠-⁠$20,000

Compare all 13 planners in Allentown