Firm
Bill Messner Contrarian Investment Advisory
New Castle, Pennsylvania
Fee-only
Bill Messner Contrarian Investment Advisory at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 32 individual clients.
- Its average account is about $100,000 (assets it manages divided by its 33 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | New Castle, Pennsylvania |
|---|---|
| Website | bmcia.com |
| Phone | (724) 944-8227 |
Bill Messner Contrarian Investment Advisory fees
Bill Messner Contrarian Investment Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, ongoing planning fee. 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 | $3 million |
| Individual clients | 32 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 301701 |