100 Plus Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
100 plus planning provides comprehensive, fee-only financial planning to individuals, families, high-net-worth clients, and business entities through both ongoing and project-based engagements. Services described in the brochure include business planning, cash‑flow and debt management, retirement and estate planning, tax‑related strategies, investment analysis, and educational seminars or speaking engagements.
The firm operates as an advice-only planner and does not manage or trade client assets; instead it issues written financial plans and investment recommendations that reference modern portfolio theory alongside fundamental, technical, and passive/active approaches. Clients receive periodic reviews and are responsible for implementing recommendations and selecting custodians, since the firm does not accept custody or exercise investment discretion.
Noteworthy differences from many peers include a recurring fixed (subscription-style) fee model billed monthly or quarterly rather than percentage‑of‑AUM billing, and a stated program of educational seminars for organizations and the public. The brochure also highlights a focus on business-owner and corporate planning in addition to high‑net‑worth individual work, and the firm affirms it is fee‑only and does not accept commissions or product sales.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning ($1,000 to $6,000); fixed fees for ongoing financial planning ($100 to $1,800 monthly or quarterly); fixed fees for seminars ($0 to $1,000 per seminar or $0 to $100 per participant)
Recurring fixed fees paid monthly or quarterly for ongoing financial planning ($100 to $1,800)
Fee-only: Fixed fees ranging from $100 to $1,800 monthly or quarterly for ongoing financial planning; fixed fee project-based financial planning ranging from $1,000 to $6,000; educational seminars fees range from $0 to $1,000 per seminar or $0 to $100 per participant
Main office
3477 Corporate Parkway, Suite 100
Center Valley PA 18034
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
100 Plus Planning · 100 Plus Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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