LTS Wealth Management fees and pricing
Financial planner in Syracuse, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, LTS Wealth Management charges $150-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Fees for financial planning are typically billed hourly, generally ranging from $150 to $300 per hour, with fees negotiated in certain cases and disclosed in the applicable Financial Planning Agreement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How LTS Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any changes to the fee schedule will be communicated to clients in writing in advance.”
- “Fee adjustments will apply only to fees accrued after the effective date of the change and will not affect previously billed fees, unless otherwise agreed in writing.”
- “Advisory fees are generally billed in arrears on a quarterly basis, based on the market value of the account at the end of the billing period.”
How LTS Wealth Management’s fees compare
- Its hourly rate of $150-$300 is below the New York median of $300. 21% of the 301 other New York planners that publish an hourly rate charge less.
- None of the 2 other planners in Syracuse that publish an hourly rate charge less.
About LTS Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 1
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $16,495
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338992
- Phone
- (315) 308-1144
Other planners in Syracuse that publish fees
- Adirondack Capital Advisors, LLCSyracuse$250-$400/hr
- Reagan Companies Asset Management, IncSyracuse$150-$500/hr, $1,500
- Rockbridge Investment Management, LLCSyracuse$2,500-$10,000
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
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.