Sustainable Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Project-Based Financial Planning Project-Based Financial Planning is offered on an hourly rate of $300 per hour.”

Flat or project fee

$2,000⁠-⁠$5,000

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of a one-time charge of $2,000-$5,000, paid upon delivery of the financial plan and an ongoing fee that is paid monthly, in arrears, at the rate of $150-$400 per month.”

Monthly fee

$150⁠-⁠$400/mo

From the same sentence as above.

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

How Sustainable Financial Planning bills

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

• “Fees are negotiable, prorated and paid in arrears on a monthly basis.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Sustainable Financial Planning’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 8 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the Pennsylvania median of $3,650. 47% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 6 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.

About Sustainable Financial Planning

• Principal: Franklin Austin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

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

3% a year

Minimum

$1,500 minimum fee (stated in brochure)

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$15,244,555

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309576

Website

Sustainablefinancialplanningllc.com (opens in new tab)

Phone

(732) 996-3765

Can advise clients in 3 states: New Jersey, New York, Pennsylvania

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Elm WealthPhiladelphia$5,000

Compare all 30 planners in Philadelphia