Weyhill Investment Counsel, LLC 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

“The typical fixed project fee may range in cost from $200 to $5,000 and services provided on an hourly rate basis are charged at a rate of $250/hour.”

Flat or project fee

$200⁠-⁠$5,000

From the same sentence as above.

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

How Weyhill Investment Counsel, LLC bills

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

• “Weyhill may provide, to the extent requested by the client, non-discretionary financial planning services on a negotiable, stand-alone separate fee basis.”
• “Project-Based Consulting Services Weyhill may provide, to the extent requested by the client, non-discretionary project-based consulting services on a negotiable, stand-alone separate fee basis.”
• “This may include the client’s quarterly invoice detailing the calculation of fees, any notices, and other communications or disclosures, including Weyhill’s annual offer of the Form ADV Part 2A and 2B (the firm’s Brochure and Brochure Supplement).”

How Weyhill Investment Counsel, LLC’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.
• None of the 3 other planners in Bethlehem that publish an hourly rate charge less.
• Its flat or project fee of $200-$5,000 spans the Pennsylvania median of $3,650. 36% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Bethlehem that publish a flat or project fee charge less.

About Weyhill Investment Counsel, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2004 (22 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

1.25% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

71

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$35,298,969

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

130765

Website

weyhilladvisors.com (opens in new tab)

Phone

(610) 537-5555

Can advise clients in 3 states: Florida, New Jersey, Pennsylvania

Other planners in Bethlehem that publish fees

• Keystone Fiduciary Financial Planning and Tax AdvisoryBethlehem$2,500⁠-⁠$10,000
• Liberty Square Wealth Partners LLCBethlehem$300/hr, $500⁠-⁠$2,500
• Rowan Financial LLCBethlehem$280/hr, $1,000
• Social Justice Capital LLCBethlehem$250/hr, $100⁠-⁠$10,000
• Stark Wealth Management LLCBethlehem$1,000

Compare all 10 planners in Bethlehem