Shetland Financial, PLLC fees and pricing
Financial planner in Center Valley, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Shetland Financial, PLLC charges $200 an hour and a flat or project fee of $1,400 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
- $200/hr
“If we work on an ad-hoc consulting engagement, we will charge an hourly rate of $200.00 billed at each quarter hour.”
- Flat or project fee
- $1,400
“The fee is $1,400.00 for a plan on a stand-alone basis and is due upon completion of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shetland Financial, PLLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For all services listed below, Shetland Financial will not bill an amount above $500.00 more than 6 months in advance.”
- “Fees for this service may be paid by credit card, electronic funds transfer, or check.”
- “The client may terminate engagement without penalty for a full refund of fees within 5 business days of signing the engagement letter.”
How Shetland Financial, PLLC’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 $1,400 is below the Pennsylvania median of $3,650. 19% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Shetland Financial, PLLC
“We provide financial planning and wealth management to individuals and small businesses. We will provide projections showing future retirement savings under a variety of market scenarios, as well as calculate projected income, including Social Security benefits, based off those future savings.”
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
- College planning
- Business owners
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
- Clients
- 6
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and selecting other advisers
- Assets managed
- $3,100,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308958
- Phone
- (610) 214-0100
Other planners in Center Valley that publish fees
- 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
- A. Neff Associates LLCPittsburgh$150/hr
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.