Open Wealth Network
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,342,698
Clients
77
35% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
77
Very HighAverage account size
$666,788
About
Open Wealth Network provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, and also offers educational seminars and business consultation. The firm reports roughly $51 million in assets under management across about 77 client relationships as of the most recent filing.
The firm describes an evidence-based investment approach that emphasizes passive, asset-class-driven portfolios built with low-cost index mutual funds and ETFs, while also recommending or allocating to unaffiliated independent managers (including access via SEI) when appropriate. Financial planning is tailored to client goals and delivered on ongoing or project-based terms, and the firm offers tools to consolidate and report excluded holdings through the RightCapital platform.
What distinguishes Open Wealth Network from many peers is its explicit focus on employee benefit plan and pension consulting—assisting plan sponsors with investment lineups, fee analysis, vendor searches, and participant education—which is less common among independent advisers. The brochure also highlights tax- and planning-related capabilities (the principal holds CFP® and Enrolled Agent credentials and an accounting background), and the firm may recommend implementation options such as securities‑based loans and outside managers as part of its service mix.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Cash flow / budgeting
Retirement withdrawal strategies
Fee options
Ongoing Financial Planning clients pay flat annual fees between $3,600 and $12,000 payable monthly or quarterly
$0 - $250,000: 1.50% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.60% $2,000,001 - $2,500,000: 0.50% $2,500,001 - $3,000,000: 0.40% $3,000,001+: 0.30%
Project-Based Financial Planning billed at $300/hour with a minimum 5-hour commitment
Minimum fee: Minimum annual fee of $6,000, negotiable at firm's discretion Fee-only: Ongoing Financial Planning fees $300-$1,000 per month; Project-Based Financial Planning $300 per hour with 5 hour minimum
Main office location
Open Wealth Network
Pottstown PA, United States
Number of offices
1
Most active in
Open Wealth Network has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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