Wuenschell Financial Services LLC fees and pricing
Financial planner in Seven Fields, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Wuenschell Financial Services LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The negotiated hourly fee for these services is $250. 4 Clients may terminate the agreement without penalty, for full refund of WFS’s fees, within five business days of signing the Financial Planning Agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wuenschell Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of WFS's fees within five business days of signing the Investment Advisory Contract.”
- “Financial planning fees are paid via check, cash or can be withdrawn directly from the client's accounts with client's written authorization if WFS provides portfolio management services to the client.”
How Wuenschell Financial Services 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.
About Wuenschell Financial Services LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 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% a year
- Clients
- 16
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,294,181
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327097
- Phone
- (412) 841-2481
Other planners in Seven Fields that publish fees
- Nfi, LLCSeven Fields$200-$10,000
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
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.