Chemistry Wealth Management LLC fees
Financial planner in New York City, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Chemistry Wealth Management LLC (New York City, NY) charges up to $300 an hour and an annual fee of up to $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Capped at $300, at or below the New York City median of $350. Capped at $300, at or below the New York State median of $300.
“Hourly fees range up to $300 per hour.”
- Annual fee
- Up to $10,000/yr
Can go up to $10,000; the New York City median is $7,550. Can go up to $10,000; the New York State median is $6,875.
“For annual engagements, fees may be charged up to $10,000 per financial plan.”
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
- 11 employees
- Registered since
- 2021 (5 years)
How Chemistry Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, in advance of each billing period, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 558
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1.3 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 316069 (opens in new tab)
- Phone
- (212) 970-8900
Registered or notice filed in 14 states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Texas
Other planners in New York City that publish fees
- Hive Retirement PlanningNew York CityFlat from $7,500, Annual from $10,000/yr
- Franco Financial Advisors, Inc.New York CityHourly $125-$495/hr
- Rosci Lamb, LLCNew York CityHourly up to $350/hr, Flat up to $10,000
- Citrin Cooperman Wealth Management, LLCNew York CityHourly $450-$1,000/hr
- Frasca & Associates LLCNew York CityHourly $200-$400/hr 2024 brochure
- Upkeep FinancialNew York CityHourly $350/hr 2021 brochure
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.