Stahl Wealth Management, LLC fees
Financial planner in Lancaster, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Stahl Wealth Management, LLC (Lancaster, PA) charges $100 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $100/hr
Below the Lancaster median of $225; none of the 7 other planners in Lancaster that publish an hourly rate charge less, and 1 charges the same. Below the Pennsylvania median of $250; none of the 151 other planners in Pennsylvania charge less, and 4 charge the same.
“We charge an hourly fee of $100 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Stahl Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid financial planning fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “If financial planning fees are payable in arrears, you will be responsible for a prorated fee based on services performed prior to termination of the financial planning agreement.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 58
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $65.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 310827 (opens in new tab)
- Phone
- (717) 222-7547
Other planners in Lancaster that publish fees
- Cool Creek FinancialLancasterHourly $200/hr, Flat $1,000-$2,000
- Carriage Hill Investment Associates LLCLancasterHourly $250/hr
- Omicron Advisors, LLCLancasterHourly up to $350/hr, Annual $2,500-$10,000/yr
- CWR Capital Management LLCLancasterFlat $3,000
- Mangolds Investment Advisors Inc.LancasterHourly $100/hr
- PSI Capital ManagementLancasterHourly up to $400/hr, Flat $1,000-$2,500
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.