Marshall + Sterling Wealth Advisors, Inc. fees and pricing
Financial planner in Poughkeepsie, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 23, 2026, Marshall + Sterling Wealth Advisors, Inc. charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“These fees are negotiable, but generally range from $500 to $10,000 on a fixed fee basis, depending upon the level and scope of the services as well as the professional rendering the financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Marshall + Sterling Wealth Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm's annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by the Firm on the last day of the previous quarter.”
- “Account fees are payable quarterly in advance, except that the SMS fee is paid in arrears on the frequency agreed to between client and adviser.”
- “Generally, the Firm requires one-half of the financial planning fee payable upon entering into the written agreement.”
How Marshall + Sterling Wealth Advisors, Inc.’s fees compare
- Its flat or project fee of $500-$10,000 spans the New York median of $4,500. 59% of the 251 other New York planners that publish a flat or project fee charge less.
About Marshall + Sterling Wealth Advisors, Inc.
“In addition, the Firm provides certain clients with wealth management services which include a broad range of financial planning and consulting services.”
- Firm size: 15 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 2013 (13 years).
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
- Highest asset based fee in brochure
- 2.83% a year
- Clients
- 791
- Employees
- 15
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $1,586,218,016
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164345
- Phone
- (845) 554-1046
Can advise clients in 10 states: California, Connecticut, Florida, Massachusetts, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas
Other planners in Poughkeepsie that publish fees
- D'arcangelo Financial Advisors, LLCPoughkeepsie$100-$250/hr, $1,800-$3,500
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
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.