Nuvern Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“If you don't have an account with Nuvern Wealth but still wish to utilize our advisory services, you can do so at an hourly rate of $200.”

Flat or project fee

$1,200⁠-⁠$5,250

“PLAN Financial Plan with added Estate Plan* Financial Plan without Estate Plan Estate Plan* Investment Plan Retirement Plan College Savings Plan FEE $5,250 $4,250 $2,250 $1,500 $1,500 $1,200 *For estate planning, clients have the option to consult with an attorney at Trust & Will.”

Annual fee

$2,500⁠-⁠$10,000/yr

“Such fees typically range from $2,500 to $10,000 per year, depending on the size, complexity, and scope of advisory services provided.”

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

How Nuvern Wealth Advisors LLC bills

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

• “These fees are billed quarterly, as agreed upon in writing.”
• “However, you will receive an invoice for the completed plan or the hours spent working on it, as well as the advice provided.”
• “It's important to note that this fee is charged for the full hour and is not prorated.”

How Nuvern Wealth Advisors LLC’s fees compare

• Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
• 2 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$5,250 spans the New York median of $4,500. 41% of the 251 other New York planners that publish a flat or project fee charge less.
• 13 of the 52 other planners in New York that publish a flat or project fee charge less.
• Its annual fee of $2,500-$10,000 spans the New York median of $6,250. 50% of the 80 other New York planners that publish an annual fee charge less.
• 10 of the 22 other planners in New York that publish an annual fee charge less.

About Nuvern Wealth Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

Highest asset based fee in brochure

1% a year

Minimum

$50,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322065

Website

twitter.com/nuvernwealth (opens in new tab)

Phone

(212) 884-2979

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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