Stark Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“There is a maximum flat fee of $1,000 for access to the Wealth platform; however, the fee may be negotiable and we may, at our sole discretion on a case-by-case basis, elect to cover this cost and provide the service to you at no charge.”

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

How Stark Wealth Management LLC bills

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

• “SyntheticFi shall be responsible for sending monthly client fee invoices via email.”
• “Fees for Charles Schwab, Capital Bank & Trust and Forefront Analytics, LLC are paid quarterly and in arrears.”
• “Fees for SEI are paid monthly in arrears.”

How Stark Wealth Management LLC’s fees compare

• Its flat or project fee of $1,000 is below the Pennsylvania median of $3,650. 12% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• None of the 5 other planners in Bethlehem that publish a flat or project fee charge less.

About Stark Wealth Management LLC

• Firm size: 4 employees.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

476

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$262,465,084

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

309422

Website

starkfinancialgroup.com/wealth-management (opens in new tab)

Phone

(610) 419-9894

Can advise clients in 8 states: California, Florida, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas

Other planners in Bethlehem that publish fees

• Keystone Fiduciary Financial Planning and Tax AdvisoryBethlehem$2,500⁠-⁠$10,000
• Liberty Square Wealth Partners LLCBethlehem$300/hr, $500⁠-⁠$2,500
• Rowan Financial LLCBethlehem$280/hr, $1,000
• Social Justice Capital LLCBethlehem$250/hr, $100⁠-⁠$10,000
• Weyhill Investment Counsel, LLCBethlehem$250/hr, $200⁠-⁠$5,000

Compare all 10 planners in Bethlehem