FMD Wealth Advisors LLC fees and pricing

Financial planner in White Plains, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 14, 2026, FMD Wealth Advisors LLC charges $175⁠-⁠$600 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$175⁠-⁠$600/hr
“Hourly fees range from $175 to $600 per hour.”
Flat or project fee
$1,500⁠-⁠$10,000
“Fixed fees range from $1,500 to $10,000.”

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

How FMD Wealth Advisors LLC bills

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

  • “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance pursuant to the terms of the wealth management agreement.”
  • “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
  • “Fees may be negotiable at the sole discretion of the Advisor.”

How FMD Wealth Advisors LLC’s fees compare

  • Its hourly rate of $175-$600 spans the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
  • 2 of the 4 other planners in White Plains that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the New York median of $4,500. 65% of the 251 other New York planners that publish a flat or project fee charge less.
  • 2 of the 4 other planners in White Plains that publish a flat or project fee charge less.

About FMD Wealth Advisors LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2025.

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
0.95% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$140,249
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
334596
Website
fmdwealth.com (opens in new tab)
Phone
(914) 222-0503

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