Wealth More Enterprise, Inc. fees and pricing
Financial planner in Philadelphia, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Wealth More Enterprise, Inc. charges a monthly fee of $25 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $25/mo
“The Monthly Fee for Invest+ Plan Clients is $25 per month billed in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth More Enterprise, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We updated our billing and payment process to include payment of our subscriptions fees via ach, debit and credit card via Stripe.”
- “For the Premium+ Plan, Wealth More charges a monthly fee equal to $125, which billed in advance ,Wealth More may, in its sole discretion, charge a wrap fee that differs from its standard Monthly Fee or Management Fee.”
- “Wealth More’s subscription fees are billed and collected directly through Stripe at the beginning of each monthly billing period.”
About Wealth More Enterprise, Inc.
- Firm size: 10 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 89
- Employees
- 10
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $99,736
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324763
- Phone
- (888) 303-6361
Can advise clients in 16 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Louisiana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, Tennessee, Texas
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
Is something on this page wrong or out of date?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.