Ihs Wealth Management LLC fees and pricing

Published fees

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

Hourly rate

$350⁠-⁠$750/hr

“The negotiated hourly fee for these services is between $350 and $750.”

Flat or project fee

$2,500

“The fixed rate for financial planning services ranges between $2,500-10,000 based on the complexity of the financial plan.”

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

How Ihs Wealth Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of IHS's fees within five business days of signing the Investment Advisory 4 Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Ihs Wealth Management LLC’s fees compare

• Its hourly rate of $350-$750 is above the New York median of $300. 91% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the New York median of $4,500. 26% of the 251 other New York planners that publish a flat or project fee charge less.

About Ihs Wealth Management LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

23

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, and pension consulting

Assets managed

$39,405,464

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

329852

Website

ihswealth.com (opens in new tab)

Phone

(516) 314-0514

Other planners in New York that publish fees

• 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
• Acacia Grove Wealth ManagementSchenectady$300/hr

Compare all 705 planners in New York