Stonecrop Wealth Advisors, LLC fees and pricing

Financial planner in West Chester, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Stonecrop Wealth Advisors, LLC charges $100⁠-⁠$500 an hour and a flat or project fee of $4,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$500/hr
“Stonecrop Wealth Advisors’ Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $500 per hour.”
Flat or project fee
$4,000⁠-⁠$20,000
“Stonecrop Wealth Advisors’ fixed fees range from $4,000 to $20,000.”

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

How Stonecrop Wealth Advisors, LLC bills

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

  • “If assets are deposited into or withdrawn from an account after the inception of a quarter, the investment advisory fee payable with respect to the assets will be prorated based on the number of days remaining in the quarter.”
  • “Fees are due and payable upon completion of the project.”
  • “The client will be billed quarterly in arrears based on actual hours accrued.”

How Stonecrop Wealth Advisors, LLC’s fees compare

  • Its hourly rate of $100-$500 spans the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 3 of the 7 other planners in West Chester that publish an hourly rate charge less.
  • Its flat or project fee of $4,000-$20,000 is above the Pennsylvania median of $3,650. 87% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • 6 of the 6 other planners in West Chester that publish a flat or project fee charge less.

About Stonecrop Wealth Advisors, LLC

  • Firm size: 7 employees.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement 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
0.95% a year
Clients
1,185
Employees
7
Works with
Individuals, high net worth individuals, investment companies, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$299,540,652
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
306486
Website
linkedin.com/company/stonecropadvisors (opens in new tab)
Phone
(610) 628-0035

Can advise clients in 6 states: Delaware, Florida, North Carolina, New Jersey, Pennsylvania, Texas

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