Firm
Apella Wealth
Berwyn, Pennsylvania
Fee-only
Apella 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 179 employees and 8,139 individual clients, 3,591 of them high net worth.
- Its average account is about $460,000 (assets it manages divided by its 24,058 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Berwyn, Pennsylvania |
|---|---|
| Website | apellawealth.com |
| [email protected] | |
| Phone | (610) 648-0700 |
Apella Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,695 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"### $1695.00" source
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 |
|---|---|
| Assets managed | $11.1 billion |
| Individual clients | 4,548 |
| High-net-worth clients | 3,591 |
| Accounts managed | 24,058 |
| Employees | 179 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-79650) |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 171106 |