Firm
CWR Capital Management
Lancaster, Pennsylvania
Fee-only
Facts
| Based in | Lancaster, Pennsylvania |
|---|---|
| Website | cwrcapitalmanagement.com |
| [email protected] | |
| Phone | (717) 203-8362 |
CWR Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $120 a year |
|---|---|
| One-time plan | From $3,000 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"$10/month" source
"CWR also offers Financial Planning Services for $3,000." source
"The advisory fee is calculated as a monthly fee and not a percentage" source
"CWR also offers Financial Planning Services for $3,000." source
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 | Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 19 |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 314201 |