PMC Wealth, LLC fees
Financial planner in Clarence, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 7, 2026, PMC Wealth, LLC (Clarence, NY) charges $125 an hour and a monthly fee of $297 for financial planning.
- Website: pmcwealthadvisors.com (opens in new tab)
- Call (716) 406-0442
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 7, 2026. Fees can change.
- Hourly rate
- $125/hr
Below the New York median of $300; 1% of the 165 other planners in New York that publish an hourly rate charge less.
“Service Type Licensed Investment Adviser Representative (IAR) Client Strategy Assistant (CSA) Hourly Rate $375-$600/hour $125/hour…”
- Monthly fee
- $297/mo
“Also known as “Essentials Membership” Membership: $297/month Onboarding Fee: $1,000 (one-time)”
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
- Solo practice (one employee)
- Registered since
- 2025
How PMC Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable in advance via credit card or ACH.”
- “Custom project-based engagements may be quoted in advance and require mutual agreement in writing.”
- “Each client account will be billed separately in accordance with the above fee schedule and will not be aggregated.”
About PMC Wealth, LLC
“Wealth provides ongoing financial planning to all clients in our currently offered subscription tiers (Essentials and Reserve).”
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, monthly planning fees, and a percentage of assets under management
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $280,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 7, 2026
- CRD number
- 332215 (opens in new tab)
- Phone
- (716) 406-0442
More planners in New York that publish fees
- Amvoy WealthNew York CityFlat $1,000-$20,000
- Integrated Financial Consulting, LLCAirmontHourly $300-$750/hr
- Eagle Bay Family OfficeNew York CityHourly $150-$1,000/hr
- King Wealth Management Group, LLCSaratoga SpringsFlat $2,500-$10,000
- AffluenceBrooklynMonthly $350-$550/mo
- Forteris Wealth Management, Inc.ArmonkHourly from $250/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.