Firm
Entrust Financial
Wayne, Pennsylvania
Fee-only
Entrust Financial at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFP.
- Its Form ADV reports 6 employees and 264 individual clients, 89 of them high net worth.
- Its average account is about $410,000 (assets it manages divided by its 855 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Wayne, Pennsylvania |
|---|---|
| Website | balancingactbook.com |
| Phone | (610) 687-3515 |
Entrust Financial fees
Entrust Financial 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 |
|---|---|
| Assets managed | $351 million |
| Individual clients | 175 |
| High-net-worth clients | 89 |
| Accounts managed | 855 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-110230) |
| Financial planning | Offered |
| Form ADV filed | March 1, 2026 |
| SEC record | CRD 174694 |