HHL Wealth Advisors Inc. fees and pricing
Financial planner in Flushing, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 11, 2026, HHL Wealth Advisors Inc. charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“Fixed fee typically starting at $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How HHL Wealth Advisors Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How HHL Wealth Advisors Inc.’s fees compare
- Its flat or project fee of $1,000 is below the New York median of $4,500. 6% of the 251 other New York planners that publish a flat or project fee charge less.
About HHL Wealth Advisors Inc.
- Principal: Cheng Luo
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- 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
- Clients
- 26
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $458,578
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327649
- Phone
- (212) 796-2298
Other planners in Flushing that publish fees
- Ronald A. Bartlett & Associates, LTDFlushing$1,000
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
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.