Firm
Metanoia Financial
Philadelphia, Pennsylvania
Fee-only
Metanoia Financial at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 151 individual clients, 37 of them high net worth.
- Its average account is about $250,000 (assets it manages divided by its 554 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | metanoiafinancial.com |
| Phone | (267) 367-6077 |
Metanoia Financial 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$0 – $1,000,000 1.0% 0.25%" source
"Our standard advisory fee is based on the market value of the assets under management" source
"we also offer Comprehensive Financial Planning on a retainer basis" 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 | $139 million |
| Individual clients | 114 |
| High-net-worth clients | 37 |
| Accounts managed | 554 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-131411) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 152366 |