Wealthu Advisors LLC fees and pricing
Financial planner in Enola, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Wealthu Advisors LLC charges a flat or project fee of $750-$3,000 and a monthly fee of $175-$600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$3,000
“Comprehensive Financial Planning Comprehensive Financial Planning consists of a negotiable upfront charge of $750.00 to $3,000.00 depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $175.00 - $600.00 per month depending on income.”
- Monthly fee
- $175-$600/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthu Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
How Wealthu Advisors LLC’s fees compare
- Its flat or project fee of $750-$3,000 is below the Pennsylvania median of $3,650. 29% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Wealthu Advisors LLC
- Principal: Michael Uehlein
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 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
- Highest asset based fee in brochure
- 1% a year
- Clients
- 4
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $861,373
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300879
- Phone
- (717) 419-9262
Other planners in Enola that publish fees
- Victus Wealth ManagementEnola$300-$1,000/mo
- 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.