Firm
ESG Wealth Advisors
Lansdale, Pennsylvania
Fee-only
ESG Wealth Advisors 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 11 individual clients, 8 of them high net worth.
- Its average account is about $486,000 (assets it manages divided by its 65 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lansdale, Pennsylvania |
|---|---|
| Website | esgwa.com |
| [email protected] | |
| Phone | (267) 613-8406 |
ESG Wealth Advisors 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 | 0.5% to 1% a year |
|---|---|
| How it charges | Flat fee · Percentage of assets |
In the firm's words
"Those fees are typically between 0.5% and 1% of assets per year." source
"Those fees are typically between 0.5% and 1% of assets per year." source
"We charge a flat fee for financial or retirement planning services." source
"Those fees are typically between 0.5% and 1% of assets per year." 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 · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $32 million |
| Individual clients | 3 |
| High-net-worth clients | 8 |
| Accounts managed | 65 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 324655 |