Bentham Wealth Advisors fees
Financial planner in Williamsville, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Bentham Wealth Advisors (Williamsville, NY) charges a flat or project fee of $500-$15,000 and a monthly fee of $250-$500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change.
- Flat or project fee
- $500-
$15,000 Runs from below the New York median of $5,025 to above it.
“The fixed fee can range between $500 and $15,000.”
- Monthly fee
- $250-
$500/mo “Ongoing Financial Planning consists of an upfront fee ranging from $500 - $2,500 and an ongoing fee that is paid monthly, in arrears, at a rate ranging from $250 to $500 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2024 (2 years)
How Bentham Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “An account may be terminated with written notice at least 15 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 218
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $110 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 9, 2026
- CRD number
- 332035 (opens in new tab)
- Phone
- (716) 580-1500
Registered or notice filed in 4 states: California, Florida, New Hampshire, New York
Other planners in Williamsville that publish fees
- NorthCape Wealth ManagementWilliamsvilleHourly up to $400/hr
More planners in New York that publish fees
- Wharton Wealth Planning, LLCNew York CityFlat $2,000-$15,000
- IndiePlan LLCChestnut RidgeHourly $330/hr, Flat $8,750-$30,000
- Franco Financial Advisors, Inc.New York CityHourly $125-$495/hr
- Integrated Financial Consulting, LLCAirmontHourly $300-$750/hr
- Eureka Wealth SolutionsNew York CityHourly $300/hr
- Eagle Tax Planning & Advisory Group.llcOzone ParkHourly $175/hr
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.