Firm
Courtside Wealth Partners
Blue Bell, Pennsylvania
Fee-only
Courtside Wealth Partners 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 6 individual clients.
- Its average account is about $456,000 (assets it manages divided by its 6 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Blue Bell, Pennsylvania |
|---|---|
| Website | courtsidewealth.com |
| [email protected] | |
| Phone | (215) 678-6081 |
Courtside Wealth Partners fees
Courtside Wealth Partners 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 | $3 million |
| Individual clients | 6 |
| Accounts managed | 6 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 18, 2026 |
| SEC record | CRD 332257 |