Master's Wealth Management

Master's Wealth Management at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 9 advisors are listed here; 5 of 9 hold the CFP.
• Its Form ADV reports 12 employees and 405 individual clients, 186 of them high net worth.
• Its average account is about $383,000 (assets it manages divided by its 1,540 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Master's Wealth Management fees

Master's Wealth 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

Advisors at this firm (9)

• Austin Sauder

• Charles Keller

• Colton Keller

• Garry North

  BFA · CFP · MSFS

• Jonathan Thompson

  CFP

• Liza Heisey

• Lyle Hershey

  CFP

• Melissa Wissler

  CFP

• Timothy Tyson

  CFP