Fees & Disclosures
Clear, transparent pricing and straightforward disclosures—so you understand how we work and what to expect.
Fee Structure
DeLuca Financial Planning provides financial planning and investment advisory services on a fee-only basis. We do not receive commissions or compensation for recommending products or services.
Fees vary based on the scope and complexity of the work, as well as the nature of the relationship. Services may be structured as:
- Project-based financial planning engagements
- Ongoing financial planning relationships
- Investment advisory services based on assets under management
All fees are clearly defined and agreed upon in advance.
Important Disclosures
Investment advisory services are provided on a non-discretionary basis. Clients retain full control over their accounts, and all investment decisions are made with client approval.
Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.
Financial planning and investment recommendations are based on information provided by the client and are intended to support decision-making. Outcomes cannot be guaranteed.
Form ADV
Additional information about DeLuca Financial Planning, including detailed information about services, fees, and potential conflicts of interest, is available in our Form ADV Part 2A (Firm Brochure).
Additional Information
DeLuca Financial Planning, LLC is a Pennsylvania-registered investment adviser. Registration does not imply a certain level of skill or training.
If you have any questions about our services or fees, please contact inquiries@delucaplans.com.