Re-Envision Wealth fees and pricing

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

$250⁠-⁠$1,000/hr

“Fees for these services range from $250 to $1000/hour.”

Flat or project fee

$2,000⁠-⁠$5,000

“Project-based Financial Planning $2,000-$5,000 fees are negotiable based on the client of the client’s financial situation.”

Monthly fee

$416⁠-⁠$5,000/mo

“After the first six months, there will be a monthly fee of $416.67-$5,000 or a quarterly fee of $1,250-$15,000 paid in advance.”

Quarterly fee

$1,250⁠-⁠$15,000/qtr

From the same sentence as above.

Annual fee

$5,000/yr

“Our minimum annual fee for this service is $5,000.”

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

How Re-Envision Wealth bills

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

• “Method of Compensation and Fee Schedule Adviser’s fees are negotiable based on the type of services provided and the needs of the client and are notated on the client agreement.”
• “You will be billed in 30-minute increments and a partial increment will be treated as a whole.”
• “The fee is negotiable at the discretion of the Advisor and services may be provided at no cost in certain cases.”

How Re-Envision Wealth’s fees compare

• Its hourly rate of $250-$1,000 spans the New York median of $300. 94% of the 301 other New York planners that publish an hourly rate charge less.
• 61 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the New York median of $4,500. 44% of the 251 other New York planners that publish a flat or project fee charge less.
• 14 of the 52 other planners in New York that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the New York median of $6,250. 39% of the 80 other New York planners that publish an annual fee charge less.
• 7 of the 22 other planners in New York that publish an annual fee charge less.

About Re-Envision Wealth

• Principal: Keith Beverly
• Firm size: 5 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2022 (4 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

Minimum

$250,000 in assets (stated in brochure)

Clients

78

Employees

5

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars and workshops

Assets managed

$136,632,421

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

299357

Website

instagram.com/reenvisionwealth (opens in new tab)

Phone

(301) 233-7903

Can advise clients in 6 states: District of Columbia, Maryland, North Carolina, New York, Texas, Virginia

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

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