Firm
2nd Story Wealth
Plymouth Meeting, Pennsylvania
Fee-only
2nd Story Wealth at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 42 individual clients, 6 of them high net worth.
- Its average account is about $78,000 (assets it manages divided by its 70 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Plymouth Meeting, Pennsylvania |
|---|---|
| Website | 2ndstorywealth.com |
| [email protected]; [email protected]; [email protected] | |
| Phone | (215) 714-7144 |
2nd Story Wealth fees
2nd Story Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 36 |
| High-net-worth clients | 6 |
| Accounts managed | 70 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 325409 |