Traverse Private Wealth fees and pricing
Financial planner in Radnor, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Traverse Private Wealth charges $250 an hour 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.
- Hourly rate
- $250/hr
“The hourly rate for financial planning is $250 per hour with a minimum fee of $2500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Traverse Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In cases where there are partial fees at the commencement or termination of our agreement, they will be billed or refunded on a pro-rated basis contingent on the number of days.”
- “One-fourth of our fee is billed each calendar quarter based on the value of your account on the last day of that quarter.”
- “Financial Planning fees will be billed in arrears upon delivery of the plan or completion of the agreed services, with payment due within 10 days from the date of the invoice.”
How Traverse Private Wealth’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 Radnor that publish an hourly rate charge less.
About Traverse Private Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 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
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 18
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $28,905,953
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329996
- Phone
- (484) 535-3844
Other planners in Radnor that publish fees
- Alegre Wealth Management, LLCRadnor$5,000-$7,500
- Clearview Financial PartnersRadnor$300/hr
- Godshalk Welsh Capital Management, Inc.Radnor$200/hr, $1,000-$5,000
- TGS Financial AdvisorsRadnor$3,500, $1,750/qtr
- Truewealth SolutionsRadnor$1,500-$7,000, $500-$800/qtr
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.