Firm
Flax Pond Capital
Merion Station, Pennsylvania
Fee-only
Flax Pond Capital at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 2 employees and 119 individual clients, 55 of them high net worth.
- Its average account is about $1.9 million (assets it manages divided by its 119 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Merion Station, Pennsylvania |
|---|---|
| Website | flaxpondcapital.com |
| Phone | (508) 548-2218 |
Flax Pond Capital fees
Flax Pond Capital 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 | $222 million |
| Individual clients | 64 |
| High-net-worth clients | 55 |
| Accounts managed | 119 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-127211) |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 324332 |