Sharp Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated March 18, 2026, Sharp Financial charges $150⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$300/hr; “Hourly fees range from $150 to $300 per hour.”

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

“Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees are negotiable at the sole discretion of the Advisor.”

Its hourly rate of $150-$300 spans the Pennsylvania median of $250. 30% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

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: 2% a year
Clients: 178
Employees: 8
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $502,122,573
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 289325
Website: sharpllc.com/?redirectUrl=/P/Sharp-Financial-Services-LLC (opens in new tab)
Phone: (215) 659-2130

Is something on this page wrong or out of date?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