Firm
CW Advisors
Bethlehem, Pennsylvania
Fee-only
CW Advisors at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 152 employees and 6,426 individual clients, 3,257 of them high net worth.
- Its average account is about $641,000 (assets it manages divided by its 23,756 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Bethlehem, Pennsylvania |
|---|---|
| Phone | (610) 882-3882 |
CW Advisors fees
CW Advisors 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $15.2 billion |
| Individual clients | 3,169 |
| High-net-worth clients | 3,257 |
| Accounts managed | 23,756 |
| Employees | 152 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-119667) |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 310873 |