Hamewith Wealth fees and pricing

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

According to its Form ADV Part 2A brochure dated March 12, 2026, Hamewith Wealth charges an annual fee of $3,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $3,000⁠-⁠$10,000/yr; “Fees are paid monthly, quarterly, or annually in advance and generally range from $3,000 to $10,000 per year.”

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

“Fees are negotiable and some fees may vary by Client for similar services.”
“The fee is based on a percentage of assets under management and is negotiable.”
“The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the last day of the billing period.”

Its annual fee of $3,000-$10,000 spans the New York median of $6,250. 53% of the 80 other New York planners that publish an annual fee charge less.

Principal: John Howe
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2025.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339975
Website: hamewithwealth.com (opens in new tab)
Phone: (585) 478-1889

Is something on this page wrong or out of date?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