PlannerFees

Angel Wealth Advisors fees and pricing

Financial planner in Astoria, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Angel Wealth Advisors charges $360 an hour, a flat or project fee of $3,600⁠-⁠$25,000, and a monthly fee of $300⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$360/hr
“The hourly fee rate is $360/hour.”
Flat or project fee
$3,600⁠-⁠$25,000
“Fixed fees range between $3,600 to $25,000.”
Monthly fee
$300⁠-⁠$1,500/mo
“Fees are negotiable. 9 Ongoing Financial Planning Ongoing Financial Planning fees range from $300 to $1,500 per month recurring.”

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

How Angel Wealth Advisors bills

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

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “The advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “The first fee is paid in advance, and the remaining fees paid in arrears.”

How Angel Wealth Advisors’ fees compare

  • Its hourly rate of $360 is above the New York median of $300. 68% of the 301 other New York planners that publish an hourly rate charge less.
  • Its flat or project fee of $3,600-$25,000 spans the New York median of $4,500. 91% of the 251 other New York planners that publish a flat or project fee charge less.

About Angel Wealth Advisors

“Angel Wealth Advisors provides two core services to its Clients—investment management and financial planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: David SooHoo
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Estate planning
  • College planning
  • Business owners

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
1.25% a year
Clients
13
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$5,444,825
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
339005
Website
angelwealthadvisors.com (opens in new tab)
Phone
(646) 443-6717

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