Firm
Brandywine Oak Private Wealth
Kennett Square, Pennsylvania
Fee-only
Facts
| Based in | Kennett Square, Pennsylvania |
|---|---|
| Website | brandywineoak.com |
| [email protected] | |
| Phone | (484) 785-0050 |
Brandywine Oak Private Wealth fees
Brandywine Oak Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Performance-based fees |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 156 |
| Financial planning | Offered |
| Form ADV filed | July 14, 2026 |
| SEC record | CRD 297021 |