Firm
Modern Wealth
Blue Bell, Pennsylvania
Fee-only
Modern Wealth 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 1 employee and 85 individual clients.
- Its average account is about $110,000 (assets it manages divided by its 295 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Blue Bell, Pennsylvania |
|---|---|
| Website | modernwealthllc.com |
| [email protected] | |
| Phone | (888) 692-3897 |
Modern 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.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"There is no minimum plan size." source
"The fee is a percentage of total plan assets, paid from the plan and billed quarterly in arrears." 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 | $33 million |
| Individual clients | 85 |
| Accounts managed | 295 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 3, 2026 |
| SEC record | CRD 300407 |