Firm
Green Leaf Advisors
New Bethlehem, Pennsylvania
Fee-only
Green Leaf 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 9 individual clients.
- Its average account is about $54,000 (assets it manages divided by its 22 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | New Bethlehem, Pennsylvania |
|---|---|
| Website | greenleafadvisor.com |
| Phone | (814) 297-1995 |
Green Leaf 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.
| One-time plan | From $1,000 |
|---|---|
| Asset-based fee | 0.7% to 1.1% a year |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$1,000 - $5,000" source
"0.70% - 1.10%" source
"0.70% - 1.10%" source
"There is no asset minimum." 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 · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 9 |
| Accounts managed | 22 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 337250 |