North Woods Wealth Management fees and pricing
Financial planner in Buffalo, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 14, 2026, North Woods Wealth Management charges an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500/yr
“North Woods does implement a minimum annual fee of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How North Woods Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
- “Should a client’s asset based fee not exceed $2,500 such client will be billed the annual fee of $2,500 in quarterly installments until the asset based fee does exceed $2,500.”
- “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
How North Woods Wealth Management’s fees compare
- Its annual fee of $2,500 is below the New York median of $6,250. 15% of the 80 other New York planners that publish an annual fee charge less.
- None of the 3 other planners in Buffalo that publish an annual fee charge less.
About North Woods Wealth Management
“We provide in-depth cash flow and retirement planning analysis to help facilitate major life decisions. For example, we may work with clients to determine when they can retire, how much they can responsibly spend during retirement, or how much return on their investments they need to fund a particular life style.”
- Firm size: 2 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
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
- 1% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 194
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $150,393,137
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 226575
- Phone
- (716) 220-8497
Other planners in Buffalo that publish fees
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Capital Insights Group of Wny, LLC.Buffalo$250/hr, $1,500-$3,000
- Clarity AdvisorsBuffalo$150/hr, $3,000
- Delaware Avenue Advisors Inc.Buffalo$90-$150/hr, $500-$2,500
- Eudaimonia WealthBuffalo$300/hr, $500-$10,000
- Ewm AdvisoryBuffalo$250/hr, $2,400
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