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Wellspent public graph/Firms/Sensenig Capital Advisors, Inc.

Sensenig Capital Advisors, Inc.

Collegeville, Pennsylvania

Fee-only

Sensenig Capital Advisors, Inc. at a glance

  • One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
  • 3 advisors are listed here; 2 of 3 hold the CFP.
  • Its Form ADV reports 6 employees and 134 individual clients, 61 of them high net worth.
  • Its average account is about $482,000 (assets it manages divided by its 442 accounts).

Works with Pre-retirees

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Facts

Based inCollegeville, Pennsylvania
Websitesensenigcapital.com
Email[email protected]
Phone(610) 584-9700

Questions about Sensenig Capital Advisors, Inc.

How many advisors does Sensenig Capital Advisors, Inc. have in the Wellspent public graph?

The Wellspent public graph lists 3 advisors at Sensenig Capital Advisors, Inc., and 2 hold the CFP.

What is the average account at Sensenig Capital Advisors, Inc.?

Sensenig Capital Advisors, Inc.'s average account is about $482,000. That's the assets on its Form ADV divided by its 442 accounts.

Sensenig Capital Advisors, Inc. fees

Sensenig Capital Advisors, Inc. 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$213 million
Individual clients73
High-net-worth clients61
Accounts managed442
Employees6
Planning clients101-250
Registered withThe SEC (801-112425)
Financial planningOffered
Form ADV filedMarch 18, 2026
SEC recordCRD 142821

Advisors at this firm (3)

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