Firm
Open Wealth Network
Pottstown, Pennsylvania
Fee-only
Open Wealth Network at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 77 individual clients, 27 of them high net worth.
- Its average account is about $247,000 (assets it manages divided by its 208 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pottstown, Pennsylvania |
|---|---|
| Website | openwealthnetwork.com |
| Phone | (610) 702-4083 |
Open Wealth Network fees
Open Wealth Network doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 50 |
| High-net-worth clients | 27 |
| Accounts managed | 208 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 298943 |