Firm
Scarsdale Investment Group
Blue Bell, Pennsylvania
Fee-only
Scarsdale Investment Group at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 124 individual clients, 101 of them high net worth.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Blue Bell, Pennsylvania |
|---|---|
| Website | allbondportfolios.com |
| Phone | (215) 646-7693 |
Scarsdale Investment Group fees
Scarsdale Investment Group doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 23 |
| High-net-worth clients | 101 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | June 29, 2026 |
| SEC record | CRD 121206 |