Briarcliff Manor Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The fee varies and can be charged at a maximum rate of $300 per hour.”

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

How Briarcliff Manor Wealth Advisors bills

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

• “At the termination of the account, a prorated management fee will be charged.”
• “The client will be billed in advance and there are no refunds. 4 VI.”

How Briarcliff Manor Wealth Advisors’ fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.

About Briarcliff Manor Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

3

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$836,374

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

131321

Website

bmwa.biz (opens in new tab)

Phone

(914) 923-0332

Other planners in Saugerties that publish fees

• Taconic AdvisorsSaugerties$1,100⁠-⁠$5,000
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr

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