Minerva Wealth Advisory fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Minerva Wealth Advisory charges $300 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Minerva's hourly fee is $300/hr. or as negotiated with Client.”
- Flat or project fee
- $5,000
“Flat fees for financial planning will be a minimum of $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Minerva Wealth Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed in arrears each calendar quarter.”
- “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
How Minerva Wealth Advisory’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
- 14 of the 69 other planners in New York that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.
- 17 of the 52 other planners in New York that publish a flat or project fee charge less.
About Minerva Wealth Advisory
“Minerva Wealth Advisory LLC provides fee-only, financial planning and investment advisory services to individuals and families. With a focus on financial planning, Minerva meets with all clients before making recommendations.”
- Principal: Dalya Inhaber
- Firm size: 2 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- Clients
- 34
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $79,513,365
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282723
- Phone
- (646) 934-6874
Can advise clients in 2 states: California, New York
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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