Altfest Personal Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“If the client wishes to engage Altfest in additional financial planning services beyond the agreed upon scope, they will be billed at the hourly rate of $250.”

Quarterly fee

$1,250/qtr

“For clients who are “young professionals”, fees are billed based on the fee schedule above with a minimum quarterly fee of $1,250.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Altfest Personal Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Investment accounts managed through account aggregation software will be billed the above referenced fee schedule, unless other fee arrangements are mutually agreed upon in the client’s Advisory Agreement.”
• “The client’s Advisory Agreement may be cancelled in writing any time and a pro-rata refund will be made of any unearned or unapplied fees.”
• “Services may be terminated at any time and the client billed only for the hours worked to that point.”

How Altfest Personal Wealth Management’s fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• 6 of the 69 other planners in New York that publish an hourly rate charge less.

About Altfest Personal Wealth Management

• Firm size: 42 employees.
• Registered as an adviser: 1983 (43 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

686

Employees

42

Works with

Individuals, high net worth individuals, pooled investment vehicles, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$1,798,317,121

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110130

Website

linkedin.com/company/altfestpersonalwealthmanagement (opens in new tab)

Phone

(212) 406-0850

Can advise clients in 18 states: Arizona, California, Connecticut, Florida, Illinois, Louisiana, Massachusetts, Maryland, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, South Carolina, Texas, Virginia, Vermont, Washington

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000
• Arch Global Advisors, LLCNew York$1,500

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