Wealthfd fees and pricing

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-⁠$1,000/hr

“Financial Planning will also be offered on an hourly basis at a rate of $250 - $1,000 per hour.”

Flat or project fee

$1,000

“The fixed fee starts at $1,000 and can be negotiable.”

Annual fee

$5,000⁠-⁠$15,000/yr

“The minimum fee will typically be between $5,000 and $15,000 annually.”

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

How Wealthfd bills

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

• “These fees may be negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of WealthFD's fees within five business days of signing the Investment Advisory Contract.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at completion of work, however, WealthFD will not bill an amount above $500.00 more than 6 months in advance.”

How Wealthfd’s fees compare

• Its hourly rate of $250-$1,000 is above the Pennsylvania median of $250. 99% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Conshohocken that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Pennsylvania median of $3,650. 12% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• None of the 3 other planners in Conshohocken that publish a flat or project fee charge less.
• Its annual fee of $5,000-$15,000 spans the Pennsylvania median of $6,000. 62% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 1 of the 2 other planners in Conshohocken that publish an annual fee charge less.

About Wealthfd

• Firm size: 16 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

406

Employees

16

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$87,833,546

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

299248

Website

linkedin.com/company/wealthfd (opens in new tab)

Phone

(215) 671-6660

Can advise clients in 18 states: Arizona, California, Colorado, Florida, Georgia, Louisiana, Massachusetts, Maryland, North Carolina, Nebraska, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Conshohocken that publish fees

• Arin Risk Advisors LLCConshohocken$400/hr
• BTG Capital LLCConshohocken$500/hr, $250⁠-⁠$10,000
• HealthyfpConshohocken$400/hr, $3,000⁠-⁠$8,000
• Overture Wealth ManagementConshohocken$1,000⁠-⁠$7,000, $1,000⁠-⁠$2,500/qtr
• Powers Capital ManagementConshohocken$750/qtr, $3,000/yr

Compare all 12 planners in Conshohocken