Asbury Capital
Glen Mills, Pennsylvania
Asbury Capital 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 1 employee and 7 individual clients.
- Its average account is about $127,000 (assets it manages divided by its 18 accounts).
- Its ongoing planning fee starts at $2,500 a year, below the Pennsylvania median of $3,600.
- Its hourly rate of $250 is in line with the Pennsylvania median of $250.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Glen Mills, Pennsylvania |
|---|---|
| Website | asbury-capital.com |
| [email protected] | |
| Phone | (685) 727-6538 |
Questions about Asbury Capital
How much does Asbury Capital charge?
Asbury Capital publishes these prices: ongoing planning: from $2,500 a year; one-time plan: from $5,000; hourly: $250 an hour; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Asbury Capital paid?
Asbury Capital's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Asbury Capital have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Asbury Capital.
What is the average account at Asbury Capital?
Asbury Capital's average account is about $127,000. That's the assets on its Form ADV divided by its 18 accounts.
What does Asbury Capital specialize in?
Asbury Capital's advisors and website list tax planning, estate & legacy planning, retirement planning and flat-fee planning.
Asbury Capital 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.
| Ongoing planning | From $2,500 a year |
|---|---|
| One-time plan | From $5,000 |
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Starting at $625/quarter" source
"One-Time Comprehensive Plan" source
"$250/hr" source
"$0-$1,000,000 - 1%" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 7 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 325293 |
Advisors at this firm (1)
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