Venn Wealth & Benefit Services, LLC fees and pricing
Financial planner in Altoona, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, Venn Wealth & Benefit Services, LLC charges a flat or project fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$2,500
“Financial planning engagements typically range from $1,000 to $2,500, depending upon the complexity of the arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Venn Wealth & Benefit Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These services may be billed separately as unique services or integrated together.”
- “Fees paid by the client to the TPIA are established and payable in accordance with the Form ADV Part 2 or other equivalent disclosure document provided by each TPIA to whom the client is referred, and these fees may or may not be negotiable.”
- “If the TPIA is compensated in advance, the client will typically receive a pro rata refund of any prepaid advisory fees upon termination of an advisory agreement.”
How Venn Wealth & Benefit Services, LLC’s fees compare
- Its flat or project fee of $1,000-$2,500 is below the Pennsylvania median of $3,650. 25% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Venn Wealth & Benefit Services, LLC
“Venn provides portfolio management for individuals, retirement plans and Trusts as well as offering investment advice/consulting and financial planning services.”
- Firm size: 4 employees.
- Founded: 2002 (24 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
- 3% a year
- Clients
- 130
- Employees
- 4
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $32,316,818
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 129865
- Phone
- (814) 943-3660
Other planners in Altoona that publish fees
- Luchini Financial LLCAltoona$500-$6,000
- 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
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.