Firm
Atwater Malick
Lancaster, Pennsylvania
Fee-only
Facts
| Based in | Lancaster, Pennsylvania |
|---|---|
| Website | atwatermalick.com |
| [email protected] | |
| Phone | (717) 400-1505 |
Atwater Malick fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"For prospective clients with $1,000,000 or more in investable assets, we welcome the opportunity to be your wealth management and investment management partner." 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 | $687 million |
| Individual clients | 122 |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 147972 |