Woolstone Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$15,000

“Fixed fee rates range from $5,000 to $15,000.”

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

How Woolstone Wealth Management bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods Financial Planning We charge a fixed fee for Financial Planning.”

How Woolstone Wealth Management’s fees compare

• Its flat or project fee of $5,000-$15,000 is above the Pennsylvania median of $3,650. 81% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Malvern that publish a flat or project fee charge less.

About Woolstone Wealth Management

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

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• 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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340694

Phone

(267) 588-3383

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
• Wharton Wealth Management, LLCMalvern$150⁠-⁠$300/hr

Compare all 9 planners in Malvern