Forteris Wealth Management, Inc. fees
Financial planner in Armonk, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Forteris Wealth Management, Inc. (Armonk, NY) charges from $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change.
- Hourly rate
- From $250/hr
Starts at $250; the New York median is $300.
“Forteris' fees for these services will be charged on an hourly basis with the minimum fee being $250 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 3 employees
- Registered since
- 1993 (33 years)
How Forteris Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance will be due upon completion of the plan or consulting service. Forteris' financial planning and/or consulting fee(s) will be determined based on the nature of the services being provided and the complexity of each client's circumstances.”
- “We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
About Forteris Wealth Management, Inc.
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 175
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $219 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 16, 2026
- CRD number
- 108314 (opens in new tab)
- Phone
- (914) 696-5300
Registered or notice filed in 10 states: California, Colorado, Connecticut, Florida, Louisiana, Nebraska, New Hampshire, New Jersey, New York, Texas
More planners in New York that publish fees
- Clearview Financial Planning, Inc.SoutholdHourly $200/hr, Flat $1,000-$3,500
- Minerva Wealth AdvisoryNew York CityHourly $300/hr, Flat from $5,000
- Wilson Advisors, LLCMechanicvilleHourly $300-$600/hr, Annual $5,000-$30,000/yr
- Triple Play Planning, LLCAmherstHourly $250/hr, Flat $1,000-$10,000
- School of Personal FinanceYorktown HeightsHourly $200-$300/hr, Monthly $59-$300/mo
- Bemrose Consulting, LLCPatchogueHourly $200/hr
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.