Manhattan Wealth Management Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“The negotiated fixed fee for a financial plan generally ranges from $2,500 to $25,000, depending on the complexity and scope of the services provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Manhattan Wealth Management Group bills

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

• “Fees are negotiable based on a number of factors, including the complexity of the client relationship, the services required, and the IAR providing the services.”
• “At the Plan sponsor’s election, fees are billed directly to the Plan sponsor or deducted from Plan assets by the Plan’s recordkeeper.”
• “Financial planning fees may be paid by check or through AdvicePay, a third-party billing and payment platform.”

How Manhattan Wealth Management Group’s fees compare

• Its flat or project fee of $2,500-$25,000 spans the New York median of $4,500. 90% of the 251 other New York planners that publish a flat or project fee charge less.
• 45 of the 52 other planners in New York that publish a flat or project fee charge less.

About Manhattan Wealth Management Group

• Firm size: 3 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

311

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$153,113,339

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338376

Website

facebook.com/manhattanwealth (opens in new tab)

Phone

(212) 810-6961

Can advise clients in 4 states: Florida, New Jersey, New York, Texas

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

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