Lighthouse Wealth Management, LLC fees and pricing

Financial planner in Bronx, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 2, 2026, Lighthouse Wealth Management, LLC charges $425 an hour for financial planning.

Published fees

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

Hourly rate: $425/hr; “Hourly fees are billed at the rate of $425 per hour for professional time, $100 per hour for staff time.”

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

“If a client wishes to disengage prior to the presentation of the plan, a refund of the retainer may be due in whole or in part after applying a charge for the professional and/or staff time which the advisor may have already spent on the plan.”
“These fees are typically billed quarterly in arrears based upon the market value of the assets for such quarter.”
“Under some circumstances, fees may be negotiable.”

Its hourly rate of $425 is above the New York median of $300. 77% of the 301 other New York planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: ChFC®.
Registered as an adviser: 2008 (18 years).

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: 1.75% a year
Clients: 19
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $4,500,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 146403
Website: lighthousewm.com (opens in new tab)
Phone: (347) 401-3778

Is something on this page wrong or out of date?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.