Personal Wealth Advisory, LLC
Assets Under Management
N/A
Number of Clients
15
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Personal Wealth Advisory, LLC (PWA) offers personalized financial planning and consulting services. Advice covers financial objectives, problem identification, cash flow, tax, insurance, education, retirement, and estate planning. PWA also operates TeachersRetire, an educational resource for Pennsylvania educators.
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
Location
630 Delp Road, Suite 100, Lancaster, PA, 17601