Overture Wealth Management LLC 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 13 individual clients, 5 of them high net worth.
- Its average account is about $185,000 (assets it manages divided by its 75 accounts).
- Its ongoing planning fee starts at $7,000 a year, above the Pennsylvania median of $3,600.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Conshohocken, Pennsylvania |
|---|---|
| Website | overturewm.com |
| [email protected] | |
| Phone | (215) 888-7974 |
Questions about Overture Wealth Management LLC
How much does Overture Wealth Management LLC charge?
Overture Wealth Management LLC publishes these prices: ongoing planning: from $7,000 a year; one-time plan: from $3,000. We found this on its website, checked October 28, 2026.
How is Overture Wealth Management LLC paid?
Overture Wealth Management LLC's Form ADV says it is paid by: fixed fees.
How many advisors does Overture Wealth Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Overture Wealth Management LLC.
What is the average account at Overture Wealth Management LLC?
Overture Wealth Management LLC's average account is about $185,000. That's the assets on its Form ADV divided by its 75 accounts.
What does Overture Wealth Management LLC specialize in?
Overture Wealth Management LLC's advisors and website list retirement planning, tax planning, estate & legacy planning and flat-fee planning.
Is Overture Wealth Management LLC accepting new clients?
Not at the moment, according to Overture Wealth Management LLC's website, checked October 28, 2026.
Overture Wealth Management LLC 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.
| Ongoing planning | From $7,000 a year |
|---|---|
| One-time plan | From $3,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Fees for Ongoing Financial Planning typically range from $7,000 to $10,000 per year" source
"Project-Based Financial Planning is available for a fixed fee ranging from $3,000 to $7,000" source
"for a flat annual fee ranging from $7,500 to $15,000 for most clients" source
"Fees for Ongoing Financial Planning typically range from $7,000 to $10,000 per year" 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 | Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 8 |
| High-net-worth clients | 5 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 333613 |