Firm
CES Investment Strategies
Lititz, Pennsylvania
Fee-only
CES Investment Strategies 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 23 individual clients, 8 of them high net worth.
- Its average account is about $442,000 (assets it manages divided by its 50 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lititz, Pennsylvania |
|---|---|
| Website | cesinvestmentstrategies.com |
| Phone | (717) 203-0704 |
CES Investment Strategies fees
CES Investment Strategies 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 · Hourly |
|---|---|
| Assets managed | $22 million |
| Individual clients | 15 |
| High-net-worth clients | 8 |
| Accounts managed | 50 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 325168 |