Firm
GT Wealth
Lebanon, Pennsylvania
Fee-only
GT Wealth 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 1 employee and 7 individual clients, 1 of them high net worth.
- Its average account is about $480,000 (assets it manages divided by its 7 accounts).
- Its ongoing planning fee starts at $3,600 a year, in line with the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lebanon, Pennsylvania |
|---|---|
| Website | gtwealthguide.com |
GT Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| One-time plan | From $2,500 |
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Then an ongoing planning retainer starting at $300 per month, depending on complexity" source
"Flat planning fee: $2,500 to $5,000" source
"1.25% on the first $500,000" source
"I charge a percentage of the investments I manage, debited directly from your accounts" 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 | $3 million |
| Individual clients | 6 |
| High-net-worth clients | 1 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 315874 |