Personal Wealth Advisory (PWA) provides financial planning and consulting services to individuals, pension plans, trusts, estates, charities, and small businesses. PWA offers advice through consultations, covering financial objectives, problem identification, cash flow, tax, insurance, education, retirement, and estate planning. PWA also operates TeachersRetire, a website offering retirement resources to Pennsylvania educators.
Assets Under ManagementN/A
Clients11
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Personal Wealth Advisory Process: $1,500 to $6,000, depending on complexity.
- Financial Planning and Consultation Services: $150 to $400 per hour, based on complexity, staff, resources, travel, and meetings.
- Business Transition Planning: $3,500 to $7,500 annually, or $150 to $400 per hour, based on complexity and time required.
- Educator Retirement Planning: $2,000 to $4,000 for a specified service period.
One-Time Plan:$1,500 - $6,000
Hourly Rate:$150 - $400/hr
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