NorthCape Wealth Management fees
Financial planner in Williamsville, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, NorthCape Wealth Management (Williamsville, NY) charges up to $400 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the New York median is $300.
“Hourly fees generally range up to $400 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Team size
- 6 employees
- Registered since
- 2021 (5 years)
How NorthCape Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For stand-alone financial planning services, the agreement between NorthCape Wealth Management and the client will terminate upon delivery of the plan or completion of the service.”
- “The option to pay by check is available with the plan selects to pay a flat fee, hourly rate or one-time project fee.”
- “Fees for retirement plan sponsors are either set at a flat rate, hourly rate or based upon the value of the plan assets that are the subject of the consulting services and are generally payable in arrears on a quarterly basis.”
About NorthCape Wealth Management
“About Our Firm NorthCape Wealth Management LLC is a registered investment adviser that provides investment management and financial advisory services to help clients achieve their financial needs and goals.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 570
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $706 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 17, 2026
- CRD number
- 312350 (opens in new tab)
Registered or notice filed in 19 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Williamsville that publish fees
- Bentham Wealth AdvisorsWilliamsvilleFlat $500-$15,000, Monthly $250-$500/mo
More planners in New York that publish fees
- Burns Matteson Capital Management, LLCCorningHourly $400/hr, Flat $5,000-$8,000
- Taher Financial PlanningBrooklynHourly $100-$300/hr, Flat $100-$2,000
- Brooklyn Plans LLCBeaconHourly $300/hr, Monthly $320-$500/mo
- Prism Planning and Solutions GroupWhite PlainsFlat $1,800-$12,000
- Boerum Hill Financial Advisors LLCBrooklynHourly $175-$300/hr, Annual up to $12,000/yr
- Broad Wealth Management, Inc.RyeHourly $150-$400/hr
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.