Wealthkare.com, Inc. fees and pricing
Financial planner in Mount Union, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 31, 2026, Wealthkare.com, Inc. charges a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“AND CONSULTING SERVICES WealthKare charged a fixed fee between $2,500 and $10,000 for financial planning and consulting services based on complexity and unique client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthkare.com, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees in the first quarter of service are prorated to the inception date of the account to the end of the first quarter.”
- “Fees may be negotiable at the discretion of the Advisor.”
- “Upon termination, any fees paid in advance will be prorated to the date of the termination and any excess will be refunded to the client.”
How Wealthkare.com, Inc.’s fees compare
- Its flat or project fee of $2,500-$10,000 spans the Pennsylvania median of $3,650. 72% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Wealthkare.com, Inc.
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 370
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $136,653,708
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115111
- Phone
- (814) 542-5433
Can advise clients in 4 states: Florida, Maryland, Pennsylvania, Washington
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/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.