Drawingboard Wealth Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Drawingboard Wealth Advisors charges $200⁠-⁠$1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$1,000/hr; “Fixed fees for financial planning services are expected to range between $200 to $1,000 hourly, depending on the scope and complexity of the agreement.”

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

“These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of DWAL's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for a full refund of DWAL’s fees, within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $200-$1,000 spans the New York median of $300. 92% of the 301 other New York planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331459
Website: drawingboardwealth.com (opens in new tab)
Phone: (551) 257-4929

Is something on this page wrong or out of date?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.