SP Wealth Planning fees and pricing

Published fees

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

Hourly rate

$250⁠-⁠$450/hr

“Our hourly rates range from $250 and $450.”

Flat or project fee

$100⁠-⁠$1,000

“Fixed fee rates range between $100 and $1,000 billed monthly or quarterly..”

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

How SP Wealth Planning bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The fee is based on a percentage of assets under management and is negotiable.”

How SP Wealth Planning’s fees compare

• Its hourly rate of $250-$450 is above the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $100-$1,000 is below the Pennsylvania median of $3,650. 7% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About SP Wealth Planning

• Principal: Stephen Peiffer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

36

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$5,457,819

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323658

Phone

(215) 605-8625

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Pennsylvania 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

Compare all 621 planners in Pennsylvania