Firm
Lountzis Asset Management
Wyomissing, Pennsylvania
Fee-only
Lountzis Asset Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 5 employees and 154 individual clients, 99 of them high net worth.
- Its average account is about $1.9 million (assets it manages divided by its 325 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Wyomissing, Pennsylvania |
|---|---|
| Website | lountzis.com |
| Phone | (610) 375-2585 |
Lountzis Asset Management fees
Lountzis Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $624 million |
| Individual clients | 55 |
| High-net-worth clients | 99 |
| Accounts managed | 325 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-80715) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 118923 |