Ventura Wealth Management fees and pricing
Financial planner in Yardley, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Ventura Wealth Management charges $250-$500 an hour and a flat or project fee of $2,500-$12,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“Ventura Wealth’s financial planning and consulting fees are negotiable, but generally range from $250 to $500 on an hourly rate basis, and from $2,500 to $12,500 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $2,500-$12,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ventura Wealth Management’s fees compare
- Its hourly rate of $250-$500 is above the Pennsylvania median of $250. 80% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$12,500 spans the Pennsylvania median of $3,650. 77% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Yardley that publish a flat or project fee charge less.
About Ventura Wealth Management
- Firm size: 12 employees.
- Registered as an adviser: 2010 (16 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
- 1.5% a year
- Clients
- 562
- Employees
- 12
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $713,465,274
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152301
- Phone
- (866) 899-0068
Can advise clients in 14 states: California, Connecticut, Florida, Georgia, Massachusetts, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Other planners in Yardley that publish fees
- Attleboro Wealth Management LLCYardley$50,000
- Cordatus Wealth Management LLCYardley$500-$1,000
- Prometheus Capital Management Corp.Yardley$350/hr, $500-$10,000
- Tobin Investment Planning LLCYardley$1,000-$10,000
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.