Throughline Financial Planning fees and pricing

Published fees

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

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range between $1,000 to $10,000.”

Annual fee

$2,500⁠-⁠$75,000/yr

“We charge an annual fee of $2,500 to $75,000 paid quarterly in advance.”

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

How Throughline Financial Planning bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Throughline Financial Planning’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Downingtown that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Pennsylvania median of $3,650. 69% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Downingtown that publish a flat or project fee charge less.
• Its annual fee of $2,500-$75,000 spans the Pennsylvania median of $6,000. 93% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Throughline Financial Planning

• Principal: Brian Talbott
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343344

Phone

(484) 261-9533

Other planners in Downingtown that publish fees

• Bruton Chisnell Advisors, LLCDowningtown$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Kriczky Wealth Management LLCDowningtown$400/hr, Up to $30,000
• 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

Compare all 6 planners in Downingtown