Towercrest Capital Management, LLC fees and pricing
Financial planner in Newtown, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Towercrest Capital Management, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Financial planning and consulting fees are negotiable but are generally $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Towercrest Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is payable quarterly in advance and is based on the account value on the last trading day of the previous calendar quarter.”
- “The first quarterly fee payment is due upon execution of the Investment Advisory Agreement and will be assessed pro-rata in the event the agreement is executed at any time other than the first business day of a calendar quarter.”
- “If an account is removed from Towercrest’s management during the quarter, fees will be prorated to the termination date and any unearned fees will be refunded to the client.”
How Towercrest Capital Management, LLC’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.
- 2 of the 5 other planners in Newtown that publish an hourly rate charge less.
About Towercrest Capital Management, LLC
“Firm Information Towercrest Capital Management, LLC (“Towercrest”) is a registered investment advisor providing investment management and financial planning services to individuals and institutions. Investment Management – Towercrest provides clients with ongoing investment management services on a fee-only basis.”
- Principal: Curt Snyder
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA and CFA.
- Registered as an adviser: 2015 (11 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, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 83
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and other investment advisers
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $717,601,381
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152069
- Phone
- (215) 809-2000
Can advise clients in 5 states: Florida, North Carolina, New Jersey, Pennsylvania, Texas
Other planners in Newtown that publish fees
- Anthony Petsis & Associates Inc.Newtown$230/hr
- Ethos Capital Management, Inc.Newtown$350/hr, $1,650
- Innova Wealth Partners, LLCNewtown$500-$10,000, $1,000-$2,000/mo
- Insight Advisors, LLCNewtown$250/hr, $575/mo
- Jmac Enterprises LLCNewtown$2,500-$25,000/yr
- Kej Financial AdvisorsNewtown$325/hr, $2,000
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.