Comprehensive Wealth Management Group, LLC fees and pricing
Financial planner in Staten Island, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 15, 2022, Comprehensive Wealth Management Group, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2022. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Clients are charged based on an hourly rate of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Comprehensive Wealth Management Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable depending on the complexity of the client's situation and time required to meet with the client and deliver the requested services.”
- “Advisory fees will be due and payable in full upon presentation of the plan, unless otherwise negotiated with the client.”
- “Should client have pre-paid any fees to Adviser, any refund will be calculated by multiplying Adviser's hourly rate of $250 times the number of hours invested by Advisor and refund the difference to the client.”
How Comprehensive Wealth Management Group, LLC’s 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.
- 1 of the 3 other planners in Staten Island that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Comprehensive Wealth Management Group, LLC
“The firm offers financial and education planning services and consulting services.”
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 30
- Works with
- Individuals
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140510
- Phone
- (718) 980-3737
Can advise clients in 2 states: New Jersey, New York
Other planners in Staten Island that publish fees
- Phoenix-Veritas Wealth ManagementStaten Island$100/hr
- The Hajdari Group, LLCStaten Island$500/hr
- The True Prophets LLCStaten Island$300/hr
- Wealthnest Capital Inc.Staten Island$500-$2,500
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.