Mej Wealth Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 2, 2026, Mej Wealth Advisors LLC charges $125 an hour for financial planning.

Published fees

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

Hourly rate: $125/hr; “Mark Johnson, CFP® $125/hour Half the estimated fee is payable upon signing the Agreement and the balance upon delivery of the services.”

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

“Our financial planning fees are calculated as a fixed fee on an annual or semi-annual term, and charged quarterly, in advance, all in accordance with the contract agreed upon with the client.”
“For Investment Management Program the fee will be payable quarterly in arrears.”
“Fees are not collected for services to be performed more than six months in advance.”

Its hourly rate of $125 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.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2019 (7 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: 0.9% a year
Clients: 7
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $2,199,526
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 300388
Website: mejwealthadvisors.com (opens in new tab)
Phone: (718) 225-4975

Is something on this page wrong or out of date?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