Integrated Wealth Management Solutions, LLC fees and pricing
Financial planner in Port Chester, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2025, Integrated Wealth Management Solutions, LLC charges a flat or project fee of $1,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$30,000
“Project-based planning engagements are assessed a fixed fee ranging from $1,000 to $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integrated Wealth Management Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we may waive our fees for our associates and their family members.”
- “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
- “An hourly engagement lasting more than one month may be billed at the end of each month for time incurred.”
How Integrated Wealth Management Solutions, LLC’s fees compare
- Its flat or project fee of $1,000-$30,000 spans the New York median of $4,500. 92% of the 251 other New York planners that publish a flat or project fee charge less.
About Integrated Wealth Management Solutions, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
- Charitable giving
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
- 2% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,987,931
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289318
- Phone
- (917) 363-2156
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
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.