Step Forward Financial fees and pricing
Financial planner in Lewistown, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 9, 2025, Step Forward Financial charges $72 an hour and an annual fee of $720 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $72/hr
“Clients may choose to pay fee either annually or hourly; the annual fee is $720 and the hourly fee is $72.”
- Annual fee
- $720/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Step Forward Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If they are not satisfied with our services, they can notify us in writing within 90 days from their date of payment, and a full refund will be issued.”
- “Payment of Fees We do not require payment in advance.”
- “Clients may pay fee either by electronic funds transfer (EFT) on our website or by check payable to Step Forward Financial LLC.”
How Step Forward Financial’s fees compare
- Its hourly rate of $72 is below the Pennsylvania median of $250. None of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its annual fee of $720 is below the Pennsylvania median of $6,000. 4% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Step Forward Financial
“In providing financial planning and investment consultation services, we consider client situations holistically by taking into account their current financial status, short- and long-term investment goals, time horizon, investment knowledge, and tolerance for risk.”
- Principal: Nyi Htoon
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334730
- Phone
- (714) 603-6877
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
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.