Firm
The New Wealth Project
West Chester, Pennsylvania
Fee-only
The New Wealth Project at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 253 individual clients, 81 of them high net worth.
- Its average account is about $513,000 (assets it manages divided by its 774 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | West Chester, Pennsylvania |
|---|---|
| Website | thenewwealthproject.com |
| [email protected] | |
| Phone | (484) 983-3303 |
The New Wealth Project fees
The New Wealth Project 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $397 million |
| Individual clients | 172 |
| High-net-worth clients | 81 |
| Accounts managed | 774 |
| Employees | 7 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-81042) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 170478 |