Heller Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“HWM’s financial planning fees are negotiable, but generally range from $1,500 to $5,000.00 on a fixed fee basis and from $150.00 to $400.00 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s).”

Flat or project fee

$1,500⁠-⁠$5,000

From the same sentence as above.

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

How Heller Wealth Management bills

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

• “Upon termination, a pro-rated portion of the earned but unpaid advanced advisory fee shall be due, which shall be debited from the custodial account or invoiced to the client.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “If termination occurs within five business days of entering into an agreement for such services, the client shall be entitled to a full refund.”

How Heller Wealth Management’s fees compare

• Its hourly rate of $150-$400 spans the New York median of $300. 41% of the 301 other New York planners that publish an hourly rate charge less.
• 2 of the 5 other planners in Melville that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the New York median of $4,500. 41% of the 251 other New York planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Melville that publish a flat or project fee charge less.

About Heller Wealth Management

• Firm size: 6 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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% a year

Clients

191

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services

Assets managed

$553,893,216

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

124261

Website

twitter.com/hwmgmt (opens in new tab)

Phone

(631) 248-3600

Can advise clients in 4 states: Florida, New Jersey, New York, Texas

Other planners in Melville that publish fees

• Clear Point Advisors, Inc.Melville$300/hr, $500⁠-⁠$5,000
• Four Corners FinancialMelville$2,500⁠-⁠$10,000/yr
• J.j. Burns & CompanyMelville$3,000⁠-⁠$30,000/yr
• Landmark Wealth Management, LLCMelville$250/hr
• Li Wealth Management IncMelville$250/hr, $7,500
• Pelkonen and Associates LLCMelville$3,000⁠-⁠$22,500

Compare all 15 planners in Melville