Firm
Aurdan Capital Management
Wayne, Pennsylvania
Fee-only
Aurdan Capital Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 7 employees and 410 individual clients, 114 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 423 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Wayne, Pennsylvania |
|---|---|
| Website | aurdancapital.com |
| [email protected] | |
| Phone | (484) 254-1935 |
Aurdan Capital Management fees
Aurdan Capital Management 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 · Fixed fees |
|---|---|
| Assets managed | $526 million |
| Individual clients | 296 |
| High-net-worth clients | 114 |
| Accounts managed | 423 |
| Employees | 7 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-129781) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 330304 |