The Financial Advisory Group fees and pricing
Financial planner in York, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, The Financial Advisory Group charges a flat or project fee of $2,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$6,000
“Cash Flow Plan Retirement Plan Comprehensive Plan $2,000 $4,000 $6,000 If the contract period is less than one year or the plan is a segmented plan, the fee may be lower.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Financial Advisory Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed for the initial half of the retainer fee upon the decision to proceed with the planning process.”
- “The final half of the fee is invoiced following the presentation of the financial plan.”
How The Financial Advisory Group’s fees compare
- Its flat or project fee of $2,000-$6,000 spans the Pennsylvania median of $3,650. 53% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in York that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About The Financial Advisory Group
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
- Registered as an adviser: 2003 (23 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 4
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127386
- Phone
- (717) 741-3665
Can advise clients in 2 states: Maryland, Pennsylvania
Other planners in York that publish fees
- Integrated Wealth Solutions, LLCYork$1,500-$3,000
- Johnson & White Wealth Management LLCYork$250-$400/hr, $2,000-$15,000
- Macro Advisors, Inc.York$150/hr
- Saubel Financial GroupYork$450/hr, $10,000
Is something on this page wrong or out of date?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.