Westward Planning Group 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/hr

“Financial Planning is also offered at the rate of $250 per hour for clients who seek a limited engagement.”

Monthly fee

$250⁠-⁠$400/mo

“Services and Investment Management Services FEES Financial Planning and Investment Management Services are offered together on an ongoing basis for a monthly fee of $250 to $400 per month.”

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

How Westward Planning Group bills

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

• “Fees for 1 hour engagements are collected in advance.”
• “Fees for any engagements of 2 hours or more are collected in arrears Investment management is not offered on an hourly basis.”
• “All fees, including the onboarding fee are collected in arrears.”

How Westward Planning Group’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

About Westward Planning Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

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

3% a year

Clients

19

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$11,088,353

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301666

Website

westwardplanninggroup.com (opens in new tab)

Phone

(610) 529-2211

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

Compare all 621 planners in Pennsylvania