Firm
Elm Wealth
Philadelphia, Pennsylvania
Fee-only
Elm Wealth at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 7 advisors are listed here.
- Its Form ADV reports 9 employees and 644 individual clients, 537 of them high net worth.
- Its average account is about $3.3 million (assets it manages divided by its 905 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | elmwealth.com |
| [email protected] | |
| Phone | (888) 676-3148 |
Elm Wealth 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.
| Asset-based fee | 0.12% a year on the first tier of assets |
|---|---|
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"For all Elm products, we charge a 0.12% per annum management fee" source
"our Separately Managed Accounts have a $2mm minimum, assessed at the family level" source
"For all Elm products, we charge a 0.12% per annum management fee" 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $3.0 billion |
| Individual clients | 107 |
| High-net-worth clients | 537 |
| Accounts managed | 905 |
| Employees | 9 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-78018) |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 167225 |