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- “If assets are deposited into or withdrawn from an account after the inception of a quarter, the investment advisory fee payable with respect to the assets will be prorated based on the number of days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
- Phone
- (610) 628-0035
Can advise clients in 6 states: Delaware, Florida, North Carolina, New Jersey, Pennsylvania, Texas
Other planners in West Chester that publish fees
- Asbury CapitalWest Chester$250/hr, $500-$1,500
- Ballast Financial Advisors, LLCWest Chester$500/hr, $10,000
- Bowen Asset Management LLCWest Chester$200-$500/hr
- Financial CoachWest Chester$2,500/yr
- Locus Wealth ManagementWest Chester$350/hr, $3,000-$15,000
- Market Street Wealth ManagementWest Chester$50-$100/mo
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.