Palumbo Wealth Management LLC fees and pricing
Financial planner in Great Neck, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 3, 2026, Palumbo Wealth Management LLC charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“For clients who choose to contract for these services separately, the Advisor offers its services as a separate fixed project fee ranging from $1,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Palumbo Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Palumbo Wealth Management LLC’s fees compare
- Its flat or project fee of $1,000-$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.
About Palumbo Wealth Management LLC
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2019 (7 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
- 1.75% a year
- Clients
- 283
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $543,384,640
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306548
- Phone
- (516) 629-7073
Can advise clients in 8 states: California, Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas
Other planners in Great Neck that publish fees
- Esk Capital Management Inc.Great Neck$400/hr
- Kutz and Company Inc.Great Neck$275/hr
- Modoo Strategy LLCGreat Neck$350/hr, $350-$30,000
- The Wealthplan LLCGreat Neck$900-$5,000/yr
Is something on this page wrong or out of date?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.