Your Path FI fees
Financial planner in West Chester, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Your Path FI (West Chester, PA) charges $300 an hour, a flat or project fee of $1,500-$10,000, and a monthly fee of $825-$1,675 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Pennsylvania median of $250; 62% of the 151 other planners in Pennsylvania that publish an hourly rate charge less. 3 of the 4 other planners in West Chester charge less.
“YPF’s hourly rate is $300.”
- Flat or project fee
- $1,500-
$10,000 Runs from below the Pennsylvania median of $4,000 to above it.
“Fixed fee rates range from $1,500 - $10,000.”
- Monthly fee
- $825-
$1,675/mo “Fees are paid in arrears at the rate of $825 - $1,675 per month or $2,475 - $5,025 per quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2023 (3 years)
How Your Path FI bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable, and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Terminations and Refunds For Wealth Management services, the Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and monthly planning fees
- Clients
- 11
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $27.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 3, 2026
- CRD number
- 326564 (opens in new tab)
- Phone
- (484) 207-0353
Other planners in West Chester that publish fees
- Asbury CapitalWest ChesterHourly $250/hr, Flat $500-$2,500
- Financial CoachWest ChesterAnnual from $2,500/yr
- Locus Wealth ManagementWest ChesterHourly $350/hr, Flat $3,000-$15,000
- On Target Financial PlanningWest ChesterHourly $275/hr, Flat $2,499-$7,500
- Wedmont Private CapitalWest ChesterQuarterly $3,750/qtr
- Worrell Financial LLCWest ChesterHourly $250/hr, Flat $500-$3,500
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.