Pricing Details

 

At our firm, we take a holistic approach to serving our clients. Instead of breaking down services individually, we provide a comprehensive overview of your entire financial landscape, offering a single point of contact for all your needs. While we strive to cover a wide range of services, we also recognize the importance of specialized expertise. Therefore, we refer clients to trusted professionals for more focused services when necessary.

 

Account with us

Our fee is $ 50 per account opened with us plus a .01% rate of annual maintenance fee.

What is included

  • Includes Retirement Planning, Estate Planning, Insurance Planning, and Investment Planning.

    Lowered Cost for Budget planning Service

  • Lowered Cost for Tax Services

 

Tax Service

$ 200 fee for clients with no accounts opened with us

$50 fee for clients with an account

$300-600 fee for complex cases.

 

Budget Planning

4 stand alone Budget planning consulting service $250

2 Stand Alone Budget planning consulting service $150

Contact Us:

 

22 West Main Street

Mountville, PA 17554


Office: (717) 285-3344

Toll-Free: (800) 477-0510

Fax: (717) 285-2444

fyi@brunerwealth.com


General Securities, Insurance Products

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Robert W Bruner is a licensed Registered Representative and Investment Advisor Representative. He is licensed and registered for securities and/or insurance in AZ, CA, DE, FL, GA, IN, KS, MD, MN, MO, NC, NJ, NY, OH, PA, SC, and VA. If you live outside of PA, contact us to be sure we are registered in your state.

Securities and investment advisory services offered through 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡, 𝐈𝐧𝐜., member FINRA/SIPC. 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡 is separately owned and other entities and/or marketing names, products or services referenced here are independent of 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡. 𝐎𝐬𝐚𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡 does not provide tax or legal advice.

Working with a financial professional who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved.  Financial professionals who participate in this program pay a fee for accreditation review/monitoring.  The Better Business Bureau is not affiliated with or endorsed by Osaic Wealth Inc. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites.