Larrea Wealth Management fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Larrea Wealth Management charges a flat or project fee of $3,950-$20,000 and a monthly fee of $87 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,950-$20,000
“Fixed fees refer to written financial plans, which are negotiable and range from $3950 to $20,000, depending on the complexity of a client’s financial situation.”
- Monthly fee
- $87/mo
“Bronze - $87.00 per month;”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Larrea Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The negotiable hourly fee for financial planning is up to $300 and is paid after the consultations have been conducted.”
- “Half the fee is due in advance, the rest upon presentation of the plan.”
- “Annual retainer fees, which may range up to $20,000, are typically billed on a quarterly basis, payable at the start of each quarter.”
How Larrea Wealth Management’s fees compare
- Its flat or project fee of $3,950-$20,000 spans the New York median of $4,500. 86% of the 251 other New York planners that publish a flat or project fee charge less.
- 40 of the 52 other planners in New York that publish a flat or project fee charge less.
About Larrea Wealth Management
“Larrea Wealth Management provides financial planning and investment advice. The website provides the plan participants with a 3-step system designed to create clarity in their retirement planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate 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
- Clients
- 51
- 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
- $16,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 129649
- Phone
- (212) 390-8918
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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.