Eureka Wealth Solutions fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Eureka Wealth Solutions charges $300 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
- $300/hr
“Standalone financial planning, investment advisory and consulting services will be assessed on a per-hour basis, depending on the complexity, at $300/hour rate, with $600 minimum.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eureka Wealth Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for establishing such a Plan are negotiable.”
- “Ongoing and standalone tax planning and estate planning services provided through professional collaboration will be assessed based on time and complexity, and the rates are negotiable.”
- “All of the above-referenced fees are negotiable.”
How Eureka Wealth Solutions’ 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.
- 14 of the 69 other planners in New York that publish an hourly rate charge less.
About Eureka Wealth Solutions
- Firm size: 2 employees.
- Registered as an adviser: 2017 (9 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
- 1.25% a year
- Minimum
- $30,000 minimum fee (stated in brochure)
- Clients
- 21
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $25,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175087
- Phone
- (646) 927-0871
Can advise clients in 2 states: New Jersey, New York
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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.