Wealthpenn.com LLC fees and pricing
Financial planner in Sinking Spring, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 7, 2026, Wealthpenn.com LLC charges $165 an hour, a flat or project fee of $2,500, and an annual fee of $8,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $165/hr
“Financial Consultation Services Financial consultation services are charges at an hourly rate of $165 per hour.”
- Flat or project fee
- $2,500
“On average clients can expect to pay $2,500 for a comprehensive financial plan.”
- Annual fee
- $8,200/yr
“The annual fee for Wealth Management Services is $8,200, or such other amount as may be agreed upon with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthpenn.com LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Services will be charged in advance for the service via credit card.”
- “Unless otherwise agreed, the annual fee is billed quarterly in four equal installments.”
- “This fee may be negotiable under certain circumstances.”
How Wealthpenn.com LLC’s fees compare
- Its hourly rate of $165 is below the Pennsylvania median of $250. 12% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the Pennsylvania median of $3,650. 34% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- Its annual fee of $8,200 is above the Pennsylvania median of $6,000. 58% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wealthpenn.com LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- No minimum stated in brochure
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308861
- Phone
- (484) 877-5334
Other planners in Sinking Spring that publish fees
- RewealthSinking Spring$200/hr, $500-$5,000
- 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
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.