Firm
Westward Planning Group
Narberth, Pennsylvania
Fee-only
Westward Planning Group 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 19 individual clients, 6 of them high net worth.
- Its average account is about $336,000 (assets it manages divided by its 33 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Narberth, Pennsylvania |
|---|
Westward Planning Group fees
Westward Planning 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 13 |
| High-net-worth clients | 6 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 301666 |