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
- Phone
- (212) 752-4343
Can advise clients in 9 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina
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
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.