Firm
Chadds Ford Wealth Partners
Chadds Ford, Pennsylvania
Fee-only
Chadds Ford Wealth Partners at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 3 employees and 60 individual clients, 49 of them high net worth.
- Its average account is about $7.5 million (assets it manages divided by its 176 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Chadds Ford, Pennsylvania |
|---|---|
| Website | chaddsfordwealth.com |
| Phone | (484) 273-0995 |
Chadds Ford Wealth Partners fees
Chadds Ford Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, hourly, one-time plans or projects. 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 | $1.3 billion |
| Individual clients | 11 |
| High-net-worth clients | 49 |
| Accounts managed | 176 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-116802) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 304159 |