EWA

EWA at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 9 advisors are listed here; 4 of 9 hold the CFP.
• Its Form ADV reports 14 employees and 397 individual clients, 203 of them high net worth.
• Its average account is about $289,000 (assets it manages divided by its 2,602 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

EWA fees

EWA 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

Advisors at this firm (9)

• Benjamin Ruttenberg

  CFP

• Christopher Pavcic

• Drew Deimel

• James Ruttenberg

• Jamison Smith

• Jordan Fediaczko

• Matthew Blocki

  CFP

• Nicklaus Stonesifer

  CFP · ChFC

• Tyler Houston

  CFP