Brave Eagle Wealth Management fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 30, 2026, Brave Eagle Wealth Management charges $250 an hour and a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Method of Compensation and Fee Schedule Financial Planning & Consulting Services Engagements are assessed an hourly fee of $250 per hour or may be charged a fixed fee of no more than $1,000.”
- Flat or project fee
- $1,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brave Eagle Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be paid by check or draft from US-based financial institutions.”
- “For fixed engagements, fees are due upon completion of the consultation.”
- “We bill on a monthly basis, in arrears, per the following table.”
How Brave Eagle 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.
- Its flat or project fee of $1,000 is below the New York median of $4,500. 6% of the 251 other New York planners that publish a flat or project fee charge less.
- 2 of the 52 other planners in New York that publish a flat or project fee charge less.
About Brave Eagle Wealth Management
“The firm’s wealth management services provide clients with a holistic plan that considers both human capital (present value of future earnings) and financial capital.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- 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
- 1% a year
- Clients
- 107
- Employees
- 2
- 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
- $101,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283307
- Phone
- (212) 918-4746
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.