Firm
Wissahickon Wealth Management
Philadelphia, Pennsylvania
Fee-only
Wissahickon Wealth Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 2 employees and 107 individual clients, 24 of them high net worth.
- Its average account is about $680,000 (assets it manages divided by its 107 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Philadelphia, Pennsylvania |
|---|---|
| Website | wissahickonwm.com |
| Phone | (215) 527-6624 |
Wissahickon Wealth Management fees
Wissahickon Wealth Management 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 |
|---|---|
| Assets managed | $73 million |
| Individual clients | 83 |
| High-net-worth clients | 24 |
| Accounts managed | 107 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 289008 |