Maidstone Wealth Management, LLC fees and pricing

Financial planner in Cambridge, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Maidstone Wealth Management, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Maidstone Wealth Management, LLC Form ADV Part 2A 6 Maidstone bills our fees on a monthly basis in arrears.”
“All fees will be supported by an invoice to the client itemizing the fee.”
“Our financial planning fees may be billed separately as a unique service, or, in most cases for our ongoing clients, integrated with our investment management fees and deducted from the client’s managed account(s).”

Its hourly rate of $150 is below the New York median of $300. 3% 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.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 33
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed: $27,378,400
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 291873
Website: linkedin.com/in/stephen-lulla-04094224 (opens in new tab)
Phone: (518) 677-7358

Is something on this page wrong or out of date?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