Woodmont Wealth Management, LLC` fees and pricing

Financial planner in Huntingdon Valley, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 10, 2026, Woodmont Wealth Management, LLC` charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “AND CONSULTING WWM charges a $150 hourly fee based on complexity and unique Client needs for financial planning.”

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 close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The Client must consent in advance to direct debiting of their investment account.”

Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 341740
Website: woodmontwm.com (opens in new tab)
Phone: (267) 251-9928

Is something on this page wrong or out of date?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.