Stoneridge Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“For any financial-planning services not under a fixed fee (or in counting my partial work on an uncompleted project), my rate is $125 per hour, counted in tenths of an hour.”

Flat or project fee

$500

“Usually, that fixed fee is no less than $500 and no more than $5,000.”

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

How Stoneridge Wealth Advisors, LLC bills

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

• “My fees are billed in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of your account at the end of the previous quarter.”
• “The balance is due upon completion of the plan.”

How Stoneridge Wealth Advisors, LLC’s fees compare

• Its hourly rate of $125 is below the Pennsylvania median of $250. 4% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Stoneridge Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$23,071,031

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140469

Phone

(484) 875-3171

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

Compare all 621 planners in Pennsylvania