Firm
Valley Brook Capital Group
Venetia, Pennsylvania
Fee-only
Valley Brook Capital Group at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 6 employees and 196 individual clients, 59 of them high net worth.
- Its average account is about $607,000 (assets it manages divided by its 368 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Venetia, Pennsylvania |
|---|---|
| Website | mstcpas.com/wealthmanagement.php |
| Phone | (724) 941-8625 |
Valley Brook Capital Group fees
Valley Brook Capital 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $223 million |
| Individual clients | 137 |
| High-net-worth clients | 59 |
| Accounts managed | 368 |
| Employees | 6 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-113710) |
| Financial planning | Offered |
| Form ADV filed | February 28, 2026 |
| SEC record | CRD 122460 |