Pocket Project
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pocket Project serves individual and high‑net‑worth clients, providing discretionary portfolio management, ongoing comprehensive financial planning, hourly financial planning, and tax return preparation. The firm reports roughly $6.84 million in assets under management across about 35 client relationships and does not participate in wrap or performance‑based fee programs.
The firm’s investment process is rooted in Modern Portfolio Theory and primarily uses passive investment vehicles with an emphasis on strategic asset allocation and periodic tactical adjustments. Portfolios are built to an individual investment policy statement, and accounts are reviewed regularly with the adviser exercising discretionary trading authority within client‑specified constraints.
What distinguishes the firm from many peers is its pricing approach and breadth of services: it does not rely on percentage‑of‑AUM billing and offers subscription‑style comprehensive planning and hourly engagements alongside tax preparation services. The firm’s principal maintains multiple professional credentials (CFP®, Enrolled Agent, CSLP®, RICP®) and markets student‑loan and tax expertise alongside traditional planning and passive portfolio management, all within a single‑advisor practice.
Client services
Expertise
Fee options
$200 per hour (negotiable)
Ongoing Comprehensive Financial Planning fee ranges from $150 to $1,250 per month or $450 to $3,750 per quarter, based on complexity and client needs, fees may be negotiable
Fee-only: Hourly Financial Planning at $200 per hour (negotiable)
Main office
Philadelphia PA
Advisors at this office
1
Most active in
Arizona · Pennsylvania · Texas
Also doing business as
Pocket Project · Pocket Project 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
Quick links
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