Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
PWA charges hourly and fixed fees for financial planning services. Personal Wealth Advisory Process fees range from $1,500 to $6,000. Financial Planning and Consultation Services are billed at an hourly rate ranging from $150 to $400 per hour. Business Transition Planning fees range from $3,500 to $7,500 annually or $150 to $400 per hour. Educator Retirement Planning fees range from $2,000 to $4,000 for a specified service period. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
630 Delp Road, Suite #100, Lancaster, PA, 17601
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is associated with Personal Wealth Advisory LLC, works as an independent representative with various insurance carriers for fixed products, and uses the sub-DBA TeachersRetire. He is also a board member of the Rotary Club of Lancaster Sunrise, a member of PWA Partners LLC, and owns rental property.