Firm
Targeted Financial Planning
East Stroudsburg, Pennsylvania
Fee-only
Facts
| Based in | East Stroudsburg, Pennsylvania |
|---|---|
| Website | targetedplanning.com |
| Phone | (570) 856-8510 |
Targeted Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Starting at $1,000 annually (billed monthly)" source
"1.00% Annually on assets under management up to $1,000,000" source
"1.00% Annually on assets under management up to $1,000,000" source
"Starting at $1,000 annually (billed monthly)" 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 69 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 325641 |