Creative Wealth Builders, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly charge is $300 per hour.”

Flat or project fee

$2,500⁠-⁠$10,000

“Fixed fees will be between $2,500 and $10,000 depending upon the scope of the services provided and the professional(s) working on the plan.”

Annual fee

$1,000/yr

“Accounts up to $100,000 are subject to a minimum annual fee of $1,000.”

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

How Creative Wealth Builders, LLC bills

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

• “Fees are negotiable and will depend on the anticipated complexity of your plan.”
• “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
• “Fees for financial planning services are generally payable at the inception of the engagement, and either debited from an account designated by the client or paid upon receipt of an invoice from Creative Wealth Builders.”

How Creative Wealth Builders, 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.
• Its flat or project fee of $2,500-$10,000 spans the New York median of $4,500. 71% of the 251 other New York planners that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the New York median of $6,250. 8% of the 80 other New York planners that publish an annual fee charge less.

About Creative Wealth Builders, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2014 (12 years).

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

Minimum

$1,000 minimum fee (stated in brochure)

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$19,868,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171632

Website

creativewealthbuildersny.com (opens in new tab)

Phone

(516) 538-7604

Other planners in New York that publish fees

• 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
• Acacia Grove Wealth ManagementSchenectady$300/hr

Compare all 705 planners in New York