Auriex Wealth Advisors LLC fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 7, 2026, Auriex Wealth Advisors LLC charges a flat or project fee of $1-$2,000 and a monthly fee of $200-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1-$2,000
“Ongoing Financial Planning AWA collects an initial fee, ranging from $1 to $2,000.”
- Monthly fee
- $200-$500/mo
“Fees are paid monthly in advance, ranging from $200 to $500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Auriex Wealth Advisors LLC 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 fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Auriex Wealth Advisors LLC’s fees compare
- Its flat or project fee of $1-$2,000 is below the New York median of $4,500. 10% of the 251 other New York planners that publish a flat or project fee charge less.
- 4 of the 52 other planners in New York that publish a flat or project fee charge less.
About Auriex Wealth Advisors LLC
- Principal: Rachael Lam
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339954
- Phone
- (917) 789-3829
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.