Vesta Financialcare fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The additional cost is calculated based on expected additional time at $200 per hour.”

Flat or project fee

$1,000⁠-⁠$2,500

“The fee for the one-time Setup Service is typically in the range of $1,000-$2,500 depending on the number and complexity of accounts and assets being transferred and the degree to which a significant number of trades may be required to rebalance to the client’s Investment Policy Statement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Vesta Financialcare bills

Payment and refund terms, quoted from the fee section of the brochure.

• “We bill retainers to the client quarterly, in advance.”
• “Upon termination of an agreement, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Vesta Financialcare’s fees compare

• Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 4 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
• 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.
• 3 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Vesta Financialcare

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

25

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$34,171,133

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141804

Website

i-vesta.com (opens in new tab)

Phone

(215) 291-0909

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Elm WealthPhiladelphia$5,000

Compare all 30 planners in Philadelphia