Aspire Wealth Advisory Group, LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Aspire Wealth Advisory Group, LLC charges a monthly fee of $500-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $500-$2,000/mo
“Registrant’s planning and consulting fees are negotiable but generally range from $500 to $2,000 per month, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), when engaged on a project basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspire Wealth Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “When engaged on an ongoing basis, the Registrant shall charge a flat fee which shall be paid monthly in advance.”
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “The Registrant shall deduct fees and/or bill clients monthly in advance, based upon the market value of the assets on the last business day of the previous month.”
About Aspire Wealth Advisory Group, LLC
- 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
- Retirement planning
- Estate planning
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
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,165,207
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338618
- Phone
- (212) 540-9490
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- 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
Is something on this page wrong or out of date?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.