Wealthcare Solutions, LLC fees
Financial planner in Radnor, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 26, 2026, Wealthcare Solutions, LLC (Radnor, PA) charges $265 an hour, a flat or project fee of $800-$3,500, and a monthly fee of $119-$279 for financial planning.
- Website: wealthcaresolutions.net (opens in new tab)
- Call (484) 297-2907
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 26, 2026. Fees can change.
- Hourly rate
- $265/hr
Above the Pennsylvania median of $250; 56% of the 151 other planners in Pennsylvania that publish an hourly rate charge less. Both other planners in Radnor charge less.
“These fees are negotiable but generally range from $800 to $3,500 as a fixed fee and $265/hr on an hourly rate.”
- Flat or project fee
- $800-
$3,500 Below the Pennsylvania median of $4,000; 20% of the 114 other planners in Pennsylvania that publish a flat or project fee charge less. None of the 4 other planners in Radnor charge less.
From the same sentence as above.
- Monthly fee
- $119-
$279/mo “Wealthcare offers its financial planning advisory services for a subscription fee ranging from $119.00 to $279.00 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
How Wealthcare Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, Wealthcare requires one-half of the financial planning or consulting fee (estimated hourly or fixed) payable upon entering the Agreement.”
- “The balance is typically due upon delivery of the financial plan or completion of the agreed-upon services.”
- “Clients may request a refund of any unearned fees (if any) by sending a written request to Wealthcare at the time of termination.”
About Wealthcare Solutions, LLC
“When engaging Wealthcare to provide financial planning or investment advisory services, clients must enter into a contractual agreement with Wealthcare setting forth the relevant terms and conditions under which Wealthcare renders its services (the “Agreement”).”
Planning areas mentioned in the brochure
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 83
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $54.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 26, 2026
- CRD number
- 126827 (opens in new tab)
- Phone
- (484) 297-2907
Registered in 3 states: Delaware, New Jersey, Pennsylvania
Other planners in Radnor that publish fees
- Alegre Wealth Management, LLCRadnorFlat $5,000-$7,500, Quarterly $2,500-$5,000/qtr
- Godshalk Welsh Capital Management, Inc.RadnorHourly $200/hr, Flat $1,000-$5,000
- TGS Financial AdvisorsRadnorFlat $3,500, Quarterly $1,750/qtr
- Traverse Private WealthRadnorHourly $250/hr
- TrueWealth SolutionsRadnorFlat $1,500-$7,000, Quarterly $500-$800/qtr
More planners in Pennsylvania that publish fees
- BrightPath Financial Advisors, LLCEttersHourly $250/hr, Flat up to $5,000
- Stone Pine Financial PartnersMediaFlat $4,000
- Axiom Investment Solutions LLCDoylestownHourly $100/hr
- Grant Street Asset Management IncCanonsburgFlat $5,000
- Randall & Associates Wealth ManagementButlerHourly $200-$450/hr, Annual up to $20,000/yr
- Kauffman & DrebingSwarthmoreHourly $320/hr
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.