Firm
Traverse Private Wealth
Radnor, Pennsylvania
Fee-only
Traverse Private Wealth 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 18 individual clients, 8 of them high net worth.
- Its average account is about $328,000 (assets it manages divided by its 88 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Radnor, Pennsylvania |
|---|---|
| Website | traversepw.com |
| Phone | (484) 535-3844 |
Traverse Private Wealth fees
Traverse Private Wealth 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 | $29 million |
| Individual clients | 10 |
| High-net-worth clients | 8 |
| Accounts managed | 88 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 329996 |