Monthie Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$375/hr

“The negotiated fixed rate for creating client financial plans is between $350 and $10,000. 4 Hourly Fees The negotiated hourly fee for these services is between $150 and $375.”

Flat or project fee

$350⁠-⁠$10,000

From the same sentence as above.

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

How Monthie Wealth Advisors bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of MWA's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of MWA’s fees, within five business days of signing the Financial Planning Agreement.”

How Monthie Wealth Advisors’ fees compare

• Its hourly rate of $150-$375 spans the New York median of $300. 40% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $350-$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.
• 1 of the 2 other planners in Latham that publish a flat or project fee charge less.

About Monthie Wealth Advisors

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 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

1% a year

Clients

115

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$71,102,624

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

321076

Phone

(518) 786-3534

Other planners in Latham that publish fees

• Capable Wealth, LLCLatham$300/hr, $500⁠-⁠$35,000
• Sibir Investment AdvisorsLatham$500⁠-⁠$1,500
• 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

Compare all 4 planners in Latham