Taxio fees
Financial planner in Yardley, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 19, 2026, Taxio (Yardley, PA) charges $395 an hour and a flat or project fee of $7,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change.
- Hourly rate
- $395/hr
Above the Pennsylvania median of $250; 86% of the 151 other planners in Pennsylvania that publish an hourly rate charge less.
“Advisory Fee For clients who prefer on-demand asset management consultations without entering into an ongoing AUM-based fee arrangement, TAXIO offers advisory services at $395 per hour.”
- Flat or project fee
- $7,500
Above the Pennsylvania median of $4,000; 85% of the 114 other planners in Pennsylvania that publish a flat or project fee charge less. The one other planner in Yardley charges less.
“A comprehensive financial planning engagement is available for a one-time fixed fee of $7,500, payable upon completion of the financial plan and delivery to the client.”
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
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Taxio bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Time is tracked in 15-minute (0.25 hour) increments and billed monthly as work is completed.”
- “Rate On-demand financial planning and advisory services are available at $395 per hour, billed monthly as work is completed.”
- “This fee is charged only once, applies to the first year’s projected tax savings, is payable after the tax strategy has been accepted by the client, and does not recur in future years.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, a percentage of assets under management, and performance based fees
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 19, 2026
- CRD number
- 330869 (opens in new tab)
- Website
- taxio.ai (opens in new tab)
- Phone
- (908) 421-5258
Other planners in Yardley that publish fees
- Tobin Investment Planning LLCYardleyFlat $1,000-$10,000
More planners in Pennsylvania that publish fees
- Rowan Financial LLCBethlehemHourly $280/hr, Flat $1,500
- Schubert Financial LLCCoatesvilleHourly $200/hr, Flat $1,000-$3,500
- Strubel Investment Management, LLCLancasterHourly $100-$300/hr
- Northeast Advisers, Inc.PaoliHourly up to $200/hr
- Financial Compass LLCPhiladelphiaHourly $500/hr
- McHenry Investments, LLCBeaverFlat $1,500-$5,000
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.