TP Investment Advisory Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fees are $250.”

Flat or project fee

$750⁠-⁠$10,000

“Flat fees generally range from $750 to $10,000 and will be charged annually for ongoing services.”

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

How TP Investment Advisory Services, LLC bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the quarter.”
• “Our firm bills on cash unless otherwise indicated in writing.”
• “Fees are negotiable and will be deducted from client account(s).”

How TP Investment Advisory Services, LLC’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.
• None of the 3 other planners in Wayne that publish an hourly rate charge less.
• Its flat or project fee of $750-$10,000 spans the Pennsylvania median of $3,650. 68% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Wayne that publish a flat or project fee charge less.

About TP Investment Advisory Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 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

0.75% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and newsletters and publications

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

157184

Phone

(610) 254-0451

Other planners in Wayne that publish fees

• Addis & Hill, IncorporatedWayne$900, $5,000/yr
• Clovelly WealthWayne$3,000⁠-⁠$20,000
• Entrust Financial LLCWayne$350/hr, $3,500
• Fortis Advisors, LLCWayne$1,500⁠-⁠$50,000
• Green Trails Wealth LLCWayne$500⁠-⁠$10,000, $100⁠-⁠$2,000/mo
• Paradigm Money Management, LLCWayne$750⁠-⁠$6,000

Compare all 12 planners in Wayne