Sewickley Financial LLC fees and pricing

Financial planner in Sewickley, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Sewickley Financial LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Clients may terminate the agreement without penalty for a full refund of SFL's fees within five business days of signing the Investment Advisory Contract.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement. 4 B.”
“Financial Planning fees are paid via check.”

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.
None of the 2 other planners in Sewickley that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

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: 15
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $12,912,852
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 172459
Website: sewickleyfinancial.com (opens in new tab)
Phone: (414) 688-6733

Is something on this page wrong or out of date?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