PlannerFees

Wick Capital Partners, LLC fees and pricing

Financial planner in Wayne, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Wick Capital Partners, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Hourly rates will not exceed $500 per hour.”

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

How Wick Capital Partners, LLC bills

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

  • “The fixed fee is payable upon receipt of invoice.”
  • “While almost all of our clients choose to have their fee debited from their account, we will invoice clients upon request.”
  • “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”

How Wick Capital Partners, LLC’s fees compare

  • Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Wayne that publish an hourly rate charge less.

About Wick Capital Partners, LLC

“Asset Management & Financial Planning WCP’s focus is on providing comprehensive financial planning and asset management services to clients in accordance with each individual client’s needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 11 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • 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
1% a year
Clients
367
Employees
11
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
$929,693,259
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
299194
Website
wickcapitalpartners.com (opens in new tab)
Phone
(215) 302-3535

Can advise clients in 8 states: California, Colorado, Delaware, Florida, New Hampshire, New Jersey, Pennsylvania, Texas

Other planners in Wayne that publish fees

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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.