Firm
GoalQuest Advisors
Berwyn, Pennsylvania
Fee-only
GoalQuest Advisors 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 CFP.
- Its Form ADV reports 2 employees and 45 individual clients, 40 of them high net worth.
- Its average account is about $323,000 (assets it manages divided by its 338 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Pennsylvania median of $3,600.
- Its hourly rate of $200 is below the Pennsylvania median of $250.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Berwyn, Pennsylvania |
|---|---|
| Website | goalquestadvisors.com |
| [email protected] | |
| Phone | (484) 602-5941 |
GoalQuest 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $3,000 |
| Hourly | $200 an hour |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"GoalQuest charges a minimum annual fee of $3,000." source
"GoalQuest charges a $3,000 minimum financial planning fee." source
"$200 per hour" source
"$0 to $999,999" 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 |
|---|---|
| Assets managed | $109 million |
| Individual clients | 5 |
| High-net-worth clients | 40 |
| Accounts managed | 338 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 29, 2026 |
| SEC record | CRD 159361 |