Adc Wealth Management, LLC fees and pricing
Financial planner in Massapequa, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 17, 2026, Adc Wealth Management, LLC charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“The rate for creating client financial plans is $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adc Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance, and clients may terminate their contracts with thirty days’ written notice.”
- “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
- “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”
How Adc Wealth Management, LLC’s fees compare
- Its flat or project fee of $3,000 is below the New York median of $4,500. 36% of the 251 other New York planners that publish a flat or project fee charge less.
About Adc Wealth Management, LLC
- Firm size: 2 employees.
- Founded: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 90
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $206,122,106
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159083
- Phone
- (516) 308-7514
Can advise clients in 4 states: Florida, Massachusetts, New York, Texas
Other planners in Massapequa that publish fees
- Private Client Asset Management, Inc.Massapequa$150/hr, $1,500-$5,000
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.