Pavilion Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,313,430
Total clients
17
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$253,731
Client services
Fee options
Project-Based Financial Planning Services: fixed fees generally ranging from $500 to $10,000
1.00% annually for stand-alone Investment Management Services; additional 0.25% for clients also receiving Ongoing Financial Planning Services
Washington clients pay $400 per hour for Financial Planning Services
Account minimum: $100,000 Fee-only: Ongoing Comprehensive Financial Planning Services: $450 to $800 per month; Project-Based Financial Planning Services: fixed fees generally from $500 to $10,000; Washington clients pay $400/hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Pavilion Financial Planning
Allentown PA, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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