Wealthwise Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 2, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300⁠-⁠$3,500

“WA charges a fixed fee in the range of $300 - $3,500.”

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

How Wealthwise Advisors bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the last business day of each quarter .”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund .”
• “Client shall be charged a pro-rata fee based upon the number of days in the month /quarter up to the date of termination of this Agreement .Client shall be given thirty (30) days prior written notice of any increase in fees.”

How Wealthwise Advisors’ fees compare

• Its flat or project fee of $300-$3,500 is below the Pennsylvania median of $3,650. 30% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Wealthwise Advisors

• Principal: Jarrod Barton
• Firm size: 2 employees.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

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

2% a year

Clients

38

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$15,705,754

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158262

Phone

(610) 285-9883

Other planners in Media that publish fees

• Foundation Wealth Management, LLCMedia$12,000/yr
• Rose Valley Asset Management LLCMedia$125⁠-⁠$250/hr
• Stone Pine Financial PartnersMedia$4,000
• 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

Compare all 9 planners in Media