Wharton Wealth Management, LLC fees and pricing

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.

Hourly rate

$150⁠-⁠$300/hr

“The fees for financial planning services may be hourly, with the hourly rates ranging between $150 and $300 per hour depending upon complexity.”

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

How Wharton Wealth Management, LLC bills

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

• “The fees are paid quarterly in advance, based on the market value of the account as of the last business day of the previous quarter.”
• “Accounts that are not open for a full calendar quarter will be responsible for the pro-rata portion of the fee based on the number of days the account is open during the quarter.”
• “Refunds are calculated by WWM on a pro-rata basis and are deposited into the Account they were deducted from or WWM sends a check to the Client.”

How Wharton Wealth Management, LLC’s fees compare

• Its hourly rate of $150-$300 spans the Pennsylvania median of $250. 30% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 2 other planners in Malvern that publish an hourly rate charge less.

About Wharton Wealth Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

327

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$209,168,957

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281348

Website

whartonwealth.com (opens in new tab)

Phone

(484) 328-3590

Can advise clients in 9 states: Colorado, Delaware, Florida, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Malvern that publish fees

• Malvern Capital ManagementMalvern$500/hr, $2,500
• Stonefield Capital LTD.Malvern$200⁠-⁠$10,000
• True Horizon Wealth Advisors, LLCMalvern$250/hr, $750⁠-⁠$10,000
• Woolstone Wealth ManagementMalvern$5,000⁠-⁠$15,000

Compare all 9 planners in Malvern