Minichmacgregor Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“Currently, fixed fees range from $750 to $5,000, and hourly fees range from $200 to $300.”

Flat or project fee

$750⁠-⁠$5,000

From the same sentence as above.

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

How Minichmacgregor Wealth Management, LLC bills

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

• “If you have prepaid advisory fees we have not yet earned, you will receive a prorated refund.”
• “In the rare circumstance where we may need to increase your fee, we will notify you in advance and require that you indicate your approval but signing either a new contract or an amendment or addendum to your existing contract.”
• “Our portfolio management fee is billed and payable quarterly, in advance, based on the value of your account on the last day of the previous quarter.”

How Minichmacgregor Wealth Management, LLC’s fees compare

• Its hourly rate of $200-$300 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Saratoga Springs that publish an hourly rate charge less.
• Its flat or project fee of $750-$5,000 spans the New York median of $4,500. 36% of the 251 other New York planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.

About Minichmacgregor Wealth Management, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2009 (17 years).

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

2.5% a year

Clients

904

Employees

10

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, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$722,877,131

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151237

Website

minichmacgregor.com (opens in new tab)

Phone

(518) 499-4565

Can advise clients in 10 states: Florida, Georgia, Massachusetts, Maryland, North Carolina, New Hampshire, New York, Pennsylvania, South Carolina, Texas

Other planners in Saratoga Springs that publish fees

• Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Crescent Hill Partners LLCSaratoga Springs$5,000⁠-⁠$50,000
• Dubois Capital Management LLCSaratoga Springs$500⁠-⁠$5,000
• Even Keel AdvisorsSaratoga Springs$290/hr, $250⁠-⁠$12,000
• Inside Edge Capital Management, LLCSaratoga Springs$10,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000

Compare all 16 planners in Saratoga Springs