Firm
WealthMore
Philadelphia, Pennsylvania
Fee-only
WealthMore at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 10 employees and 89 individual clients.
- Its ongoing planning fee starts at $499 a year, below the Pennsylvania median of $3,600.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | joinwealthmore.com |
| Phone | (888) 303-6361 |
WealthMore 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 $499 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"$499 /yr Save $89 a year" source
"Life and Legacy $49 /mo Billed monthly $499 /yr Save $89 a year" 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 | $0 million |
| Individual clients | 89 |
| Accounts managed | 89 |
| Employees | 10 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-130220) |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 324763 |