Premier Wealth Advisors, LLC fees and pricing

Financial planner in New York, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Premier Wealth Advisors, LLC charges $200⁠-⁠$500 an hour and a flat or project fee of $500⁠-⁠$15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$500/hr
“These fees are largely determined by the scope and complexity of the agreed upon services and range from $200 to $500 on an hourly basis and $500 to $15,000 on a fixed fee basis.”
Flat or project fee
$500⁠-⁠$15,000

From the same sentence as above.

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

How Premier Wealth Advisors, LLC bills

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

  • “PWA generally charges either a negotiable hourly or fixed fee to provide clients with stand-alone financial planning services.”
  • “The specific terms and fee structure are negotiated in advance and set forth in the Agreement with PWA.”
  • “In the event the Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the unearned portion is refunded to the client, as appropriate.”

How Premier Wealth Advisors, LLC’s fees compare

  • Its hourly rate of $200-$500 spans the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
  • 27 of the 69 other planners in New York that publish an hourly rate charge less.
  • Its flat or project fee of $500-$15,000 spans the New York median of $4,500. 77% of the 251 other New York planners that publish a flat or project fee charge less.
  • 30 of the 52 other planners in New York that publish a flat or project fee charge less.

About Premier Wealth Advisors, LLC

  • Firm size: 9 employees.
  • Registered as an adviser: 2013 (13 years).

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
2% a year
Clients
614
Employees
9
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
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
$555,064,406
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
120358
Website
linkedin.com/company/premier-wealth-advisors-llc (opens in new tab)
Phone
(212) 752-4343

Can advise clients in 9 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina

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