Firm
Gross & Hartman Investments
Leola, Pennsylvania
Fee-only
Gross & Hartman Investments at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 4 employees and 129 individual clients, 38 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 463 accounts).
- Its hourly rate of $150 is below the Pennsylvania median of $250.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Leola, Pennsylvania |
|---|---|
| Website | gross-investments.com |
| Phone | (717) 295-4425 |
Gross & Hartman Investments 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.
| Hourly | $150 an hour |
|---|---|
| How it charges | Hourly |
In the firm's words
"Consultations for you or your business are reasonably priced at $150.00 per hour." source
"Consultations for you or your business are reasonably priced at $150.00 per hour." 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 | $576 million |
| Individual clients | 91 |
| High-net-worth clients | 38 |
| Accounts managed | 463 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-122984) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 317722 |