Glenview Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“In the event you decide to terminate the services early, you will be responsible for payment of our services provided prior to termination, based on an hourly rate of $500.00 multiplied by the hours worked prior to termination.”

Flat or project fee

$5,000

“For our Financial Planning Services, we typically charge a flat fee of $5,000, which could vary based on the complexity of your financial situation.”

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

How Glenview Wealth LLC bills

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

• “Fees may be higher or lower depending on your needs and may be negotiable in some cases.”
• “We require a deposit of $1,000 due and payable upon entering into the advisory agreement and bill you for the balance, which is due and payable in full upon delivery of the financial plan.”
• “Typically, Financial Planning Services will automatically terminate upon delivery of the final financial plan.”

How Glenview Wealth LLC’s fees compare

• Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.
• 50 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.
• 17 of the 52 other planners in New York that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Glenview Wealth LLC

• Principal: Jenny Chung
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328073

Phone

(646) 801-8475

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

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