Prentice Wealth Management LLC fees and pricing
Financial planner in Rochester, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Prentice Wealth Management LLC charges $300 an hour, a flat or project fee of $195-$25,000, and a monthly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“DIVORCE CONSULTING SERVICES PWM’s consulting service fee is provided on an hourly basis at a rate of $300 per hour.”
- Flat or project fee
- $195-$25,000
“Our financial planning fees range from $195 to $25,000.”
- Monthly fee
- $2,500/mo
“The firm charges a fixed subscription fee not to exceed $2,500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prentice Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the discretion of the Firm’s Managing Partner or Investment Committee.”
- “Fees are billed quarterly in advance and are automatically deducted from the client’s advisory accounts.”
- “Fees are negotiable at the discretion of the Firm’s Managing Partner or Investment Committee.”
How Prentice Wealth Management LLC’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
- 5 of the 8 other planners in Rochester that publish an hourly rate charge less.
- Its flat or project fee of $195-$25,000 spans the New York median of $4,500. 87% of the 251 other New York planners that publish a flat or project fee charge less.
- 6 of the 7 other planners in Rochester that publish a flat or project fee charge less.
About Prentice Wealth Management LLC
“The Firm provides investment management, model subscription, financial planning, and divorce planning services.”
- Firm size: 14 employees.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Divorce
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.2% a year
- Clients
- 1,024
- Employees
- 14
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $567,504,623
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 160052
- Phone
- (585) 218-0001
Can advise clients in 12 states: California, Colorado, Connecticut, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, New York, Pennsylvania, Texas, Virginia
Other planners in Rochester that publish fees
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- AlphansoRochester$1,200-$7,200/yr
- Elevation Investment ConsultingRochester$500-$2,000
- Fiduciary First Advising, LLCRochester$200-$300/hr, $1,500-$12,000/yr
- Highland Wealth Advisory LLCRochester$300/hr, $100-$5,000
- Howe and Rusling, Inc.Rochester$1,500/qtr
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.