Firm
Pocket Project LLC
Philadelphia, Pennsylvania
Fee-only
Pocket Project 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 35 individual clients.
- Its average account is about $68,000 (assets it manages divided by its 101 accounts).
- Its ongoing planning fee starts at $4,800 a year, above the Pennsylvania median of $3,600.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | pocketprojectfp.com |
| [email protected] | |
| Phone | (602) 935-4493 |
Pocket Project 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 $4,800 a year |
|---|---|
| One-time plan | From $150 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Cost: Starts at $400/month, with adjustments based on your unique situation" source
"Cost: $150 flat for the review." source
"One quote for services up front which is locked in for a year, no surprises." source
"Cost: Starts at $400/month, with adjustments based on your unique situation" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 35 |
| Accounts managed | 101 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 310651 |