PlannerFees

Broad Wealth Management, Inc. fees and pricing

Financial planner in Rye, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Broad Wealth Management, Inc. charges $150⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$400/hr
“Hourly charges for professionals will generally range between $150 and $400 per hour based upon professional classification and experience.”

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

How Broad Wealth Management, Inc. bills

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

  • “Clients may elect to be billed directly for fees - 2Broad Wealth Management, Inc. or to authorize BWM to debit fees from client accounts.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

How Broad Wealth Management, Inc.’s fees compare

  • Its hourly rate of $150-$400 spans the New York median of $300. 41% of the 301 other New York planners that publish an hourly rate charge less.

About Broad Wealth Management, Inc.

“By providing financial planning services, Broad Wealth Management, Inc. (“BWM”) helps clients define and quantify their goals and priorities and evaluate their needs in the areas of income tax, budgeting, planning for retirement, funding education costs, insurance reviews, and estate planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and EA.
  • Founded: 2001 (25 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Insurance analysis
  • 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
18
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning, selecting other advisers, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
125479
Phone
(914) 924-0621

Can advise clients in 2 states: Connecticut, New York

Other planners in Rye that publish fees

Compare all 4 planners in Rye

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.