Your Money Matters Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on a negotiable hourly fee with a maximum fee of $250 per hour based on complexity and unique client needs.”

Flat or project fee

$5,000

“Services are offered based on a negotiable fixed fee with a maximum fee of $5,000 based on complexity and unique client needs.”

Annual fee

$2,000/yr

“The Client pays the same $2,000 annual fee.”

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

How Your Money Matters Wealth Management, LLC bills

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

• “Fees are payable Quarterly, in arrears, based on total account market value the last business day of the quarter.”
• “The client must pay the investment advisory fee within ten (10) days following the commencement of the calendar quarter being billed and may terminate their account with thirty (30) days written notice.”
• “No refund policy is necessary as fees are charged in arrears.”

How Your Money Matters Wealth Management, 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.
• Its flat or project fee of $5,000 is above the Pennsylvania median of $3,650. 57% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the Pennsylvania median of $6,000. 14% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Your Money Matters Wealth Management, LLC

• Principal: Robert Dinich
• Firm size: 2 employees.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

2% a year

Clients

5

Employees

2

Works with

Individuals, businesses, and other

Services reported to regulators

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

Assets managed

$1,379,148

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

146623

Phone

(570) 888-1817

Can advise clients in 2 states: New York, Pennsylvania

Other planners in Pennsylvania that publish fees

• 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
• A. Neff Associates LLCPittsburgh$150/hr

Compare all 621 planners in Pennsylvania