Van Reed Wealth Management LLC fees and pricing
Financial planner in Wyomissing, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Van Reed Wealth Management LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our maximum hourly rate is $300 and flat rates vary depending upon the services requested by the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Van Reed Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial planning services will be billed hourly or on a flat rate as agreed to in the client’s financial planning agreement.”
- “We will provide you with an invoice after completion of services.”
- “When fees are charged in advance, if you terminate your agreement with us or transfer out your account, you will be paid a pro-rated refund based on the number of days your account was under management during the quarter.”
How Van Reed Wealth 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.
- None of the 2 other planners in Wyomissing that publish an hourly rate charge less.
About Van Reed Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2007 (19 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
- 2% a year
- Clients
- 29
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $25,888,447
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143439
- Phone
- (610) 376-6334
Other planners in Wyomissing that publish fees
- Alliance FinancialWyomissing$150-$500/hr, $250-$10,000
- Schuylkill Financial, LLCWyomissing$300/hr
- 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
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.