Conestoga Wealth Partners provides financial planning and consulting services tailored to individual needs. Their advice covers financial planning, retirement income, estate, executive benefits, education, portfolio, investment, budgeting, cash flow, investment tax analysis, and individual qualified plan account advice. They create written plans to help clients achieve their financial goals. Clients are not obligated to implement advice through Conestoga Wealth Partners.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Conestoga Wealth Partners offers financial planning services on an hourly and fixed fee basis.
- Hourly fees are up to $500 per hour, with firm partners generally charging $500 per hour and junior advisory representatives charging $280 per hour.
- Fixed fees generally range from $2,500 to $10,000, based on the hourly rate, estimated hours, and complexity.
One-Time Plan:$2,500 - $10,000
Hourly Rate:$280 - $500/hr
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