2nd Story Wealth Planners is a registered investment advisor located in Pennsylvania that provides comprehensive financial planning and investment management services to individuals, high net-worth individuals, and small business owners. The firm operates as a fee-only advisor, meaning they are compensated solely by clients and do not accept commissions or product sales fees. 2nd Story Wealth Planners helps clients navigate various aspects of their financial lives, including retirement planning, tax strategies, cash flow and debt management, estate planning, employee benefits optimization, college savings, and risk management. For investment management, the firm creates tailored portfolios using stocks, bonds, mutual funds, and exchange-traded funds based on each client's specific goals, risk tolerance, and tax considerations. They also offer socially responsible investing options for clients who want to align their portfolios with personal values. The firm does not have an account minimum requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates apply to clients using project-based or hourly planning. For clients using ongoing financial planning, the fee is waived on the first $400,000 and is 0.75% thereafter. Fees are negotiable.
