Stone Fortress Wealth Strategies fees
Financial planner in Huntingdon Valley, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Stone Fortress Wealth Strategies (Huntingdon Valley, PA) charges up to $500 an hour, a flat or project fee of up to $2,500, and an annual fee of up to $12,000 for financial planning.
- Website: stonefortresswealth.com (opens in new tab)
- Call (215) 315-3348
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Pennsylvania median is $250.
“Hourly fees for ah-hoc projects range up to $500 per hour.”
- Flat or project fee
- Up to $2,500
Capped at $2,500, at or below the Pennsylvania median of $4,000.
“Fixed fees for initial, project-based financial planning engagements range up to $2,500.”
- Annual fee
- Up to $12,000/yr
Can go up to $12,000; the Pennsylvania median is $8,225.
“Ongoing financial planning fees range up to $12,000 per year.”
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
- Credentials held at the firm
- CFP® professional (opens in new tab), ChFC®, and CFA
- Team size
- 3 employees
- Registered since
- 2024 (2 years)
How Stone Fortress Wealth Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Investment advisory fees are paid quarterly in arrears, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 28
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $56.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 12, 2026
- CRD number
- 331873 (opens in new tab)
- Phone
- (215) 315-3348
Registered in 4 states: Alabama, Louisiana, Minnesota, Pennsylvania
Other planners in Huntingdon Valley that publish fees
- Woodmont Wealth Management, LLCHuntingdon ValleyHourly $150/hr
More planners in Pennsylvania that publish fees
- 46 Peaks Investment Advisory GroupNewtownFlat $1,000-$5,000
- Zimmer Financial PlanningBethel ParkHourly $300/hr, Annual $7,500-$15,000/yr
- Ford Investment & Retirement Management LLCYorkFlat up to $2,500, Monthly up to $125/mo
- Overture Wealth ManagementConshohockenAnnual $7,500-$15,000/yr
- Timeless WealthPhoenixvilleHourly $250/hr, Flat $500-$15,000
- Mpower Wealth Management, LLCDrexel HillHourly $100-$250/hr, Flat from $3,000
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.