Valley Brook Capital Group fees and pricing
Financial planner in Venetia, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 28, 2026, Valley Brook Capital Group charges $125 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125/hr
“In the event that MSTWA was to charge for separate financial planning services, the firm would assess fees on an hourly fee basis at a rate of $125 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Valley Brook Capital Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The firm may require an up-front retainer based on an estimate of the total hourly fee, with the remaining hourly fees billed to the client as services are rendered.”
- “Wealth Management Services Wealth Management Services (including Retirement Plan Services) are typically billed as a percentage of assets under management.”
- “For the initial quarter that services are provided, fees are assessed pro-rata, based on the number of days in the quarter the Wealth Management Agreement is in effect and the total dollar amount of the initial deposit.”
How Valley Brook Capital Group’s fees compare
- Its hourly rate of $125 is below the Pennsylvania median of $250. 4% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Valley Brook Capital Group
“Wealth Management Services MSTWA offers individual portfolio management and investment supervisory services ("Wealth Management").”
- Firm size: 6 employees.
- Credentials named in the brochure: ChFC® and CFA.
- Founded: 1999 (27 years).
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
- 196
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $223,267,862
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122460
- Phone
- (724) 941-8625
Other planners in Pennsylvania that publish fees
- 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
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
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.