Firm
Goshen Capital
West Chester, Pennsylvania
Fee-only
Goshen Capital at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 20 individual clients, 7 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 20 accounts).
- Its hourly rate of $250 is in line with the Pennsylvania median of $250.
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | West Chester, Pennsylvania |
|---|---|
| Website | goshen.capital |
| Phone | (484) 205-9636 |
Goshen Capital 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.
| One-time plan | From $500 |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 0.5% to 1% a year |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"We bill at $250/hr in 15 min increments." source
"We offer traditional full service wealth management for 0.5-1% AUM per year" source
"We offer traditional full service wealth management for 0.5-1% AUM per year" source
"a plan for young professionals with minimal assets may only cost $500" 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 | $24 million |
| Individual clients | 13 |
| High-net-worth clients | 7 |
| Accounts managed | 20 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 323625 |